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Disclosery

OneAscent Financial Services LLC: IJH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OneAscent Financial Services LLC on IJH, newest first. How the timeline and the estimate are built.

OneAscent Financial Services LLC held 14,794 IJH shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,794 shares
    Change vs previous 13F -551 shares

    0.05% of the 13F portfolio, value $1,140,775.

    13F-HR 0001780985-26-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,345 shares
    Change vs previous 13F -4,252 shares

    0.06% of the 13F portfolio, value $1,036,246.

    13F-HR 0001780985-26-000002 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 15,345 shares
    • OneAscent Family Office, LLC: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 19,597 shares
    Change vs previous 13F +2,415 shares

    0.1% of the 13F portfolio, value $1,293,400.

    13F-HR 0001780985-26-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 10,371 shares
    • OneAscent Family Office, LLC: 9,226 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 17,182 shares
    Change vs previous 13F -2,946 shares

    0.12% of the 13F portfolio, value $1,121,297.

    13F-HR 0002055812-25-000005 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 7,992 shares
    • OneAscent Wealth Management LLC: 0 shares
    • OneAscent Family Office, LLC: 9,190 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 20,128 shares
    Change vs previous 13F -15,689 shares

    0.07% of the 13F portfolio, value $1,248,000.

    13F-HR 0002055812-25-000004 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 8,307 shares
    • OneAscent Wealth Management LLC: 3,276 shares
    • OneAscent Family Office, LLC: 8,545 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 35,817 shares
    Change vs previous 13F +23,525 shares

    0.11% of the 13F portfolio, value $2,095,000.

    13F-HR 0002055812-25-000003 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 14,470 shares
    • OneAscent Wealth Management LLC: 4,469 shares
    • OneAscent Family Office, LLC: 16,878 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,292 shares
    Change vs previous 13F +7,536 shares

    0.05% of the 13F portfolio, value $766,000.

    13F-HR 0001780985-25-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 7,583 shares
    • OneAscent Wealth Management LLC: 4,709 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,756 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $296,000.

    13F-HR 0001844707-24-000001 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).