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Disclosery

OneAscent Financial Services LLC: INTU position timeline

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

OneAscent Financial Services LLC held 0 INTU 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 0 shares
    Change vs previous 13F -1,475 shares

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

    • OneAscent Financial Services LLC: 0 shares
    • OneAscent Investment Solutions LLC: 0 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 1,475 shares
    Change vs previous 13F -617 shares

    0.03% of the 13F portfolio, value $637,730.

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

    • OneAscent Financial Services LLC: 695 shares
    • OneAscent Wealth Management LLC: 0 shares
    • OneAscent Investment Solutions LLC: 780 shares
    • OneAscent Family Office, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 2,092 shares
    Change vs previous 13F +483 shares

    0.09% of the 13F portfolio, value $1,385,782.

    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: 745 shares
    • OneAscent Wealth Management LLC: 358 shares
    • OneAscent Investment Solutions LLC: 625 shares
    • OneAscent Family Office, LLC: 364 shares

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

  4. period ended2025-09-30
    13F/A 1,609 shares
    Change vs previous 13F -317 shares

    0.09% of the 13F portfolio, value $1,098,802.

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

    • OneAscent Financial Services LLC: 621 shares
    • OneAscent Wealth Management LLC: 363 shares
    • OneAscent Investment Solutions LLC: 625 shares
    • OneAscent Family Office, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 1,926 shares
    Change vs previous 13F +984 shares

    0.08% of the 13F portfolio, value $1,513,000.

    13F-HR 0001780985-25-000004 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 884 shares
    • OneAscent Wealth Management LLC: 364 shares
    • OneAscent Investment Solutions LLC: 423 shares
    • OneAscent Family Office, LLC: 255 shares

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

  6. period ended2025-03-31
    13F 942 shares
    Change vs previous 13F +469 shares

    0.04% of the 13F portfolio, value $578,000.

    13F-HR 0001780985-25-000003 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).

  7. period ended2024-12-31
    13F 473 shares
    Change vs previous 13F -636 shares

    0.03% of the 13F portfolio, value $297,000.

    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: 473 shares
    • OneAscent Wealth Management LLC: 0 shares

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

  8. period ended2024-09-30
    13F 1,109 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $689,000.

    13F-HR 0001780985-24-000005 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 720 shares
    • OneAscent Wealth Management LLC: 389 shares

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