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OneAscent Financial Services LLC: INFY position timeline

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

OneAscent Financial Services LLC held 14,156 INFY 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 14,156 shares
    Change vs previous 13F -51,224 shares

    0.07% of the 13F portfolio, value $148,496.

    13F-HR 0002055812-26-000003 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Investment Solutions LLC: 0 shares
    • OneAscent Family Office, LLC: 14,156 shares

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

  2. period ended2026-03-31
    13F 65,380 shares
    Change vs previous 13F +22,184 shares

    0.88% of the 13F portfolio, value $883,284.

    13F-HR 0001974438-26-000003 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 43,196 shares
    Change vs previous 13F 0 shares

    0.82% of the 13F portfolio, value $769,753.

    13F-HR 0001974438-26-000002 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 43,196 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $702,799.

    13F-HR 0001974438-25-000005 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 43,196 shares
    Change vs previous 13F +4,211 shares

    0.85% of the 13F portfolio, value $800,000.

    13F-HR 0001974438-25-000004 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 38,985 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $711,000.

    13F-HR 0001974438-25-000003 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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