Skip to content
Disclosery

OneAscent Financial Services LLC: IP position timeline

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

OneAscent Financial Services LLC held 0 IP 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 -6,355 shares

    13F-HR 0001974438-26-000004 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).

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

  2. period ended2026-03-31
    13F 6,355 shares
    Change vs previous 13F -6,696 shares

    0.23% of the 13F portfolio, value $226,874.

    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: 0 shares
    • OneAscent Investment Solutions LLC: 6,355 shares

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

  3. period ended2025-12-31
    13F 13,051 shares
    Change vs previous 13F +458 shares

    0.04% of the 13F portfolio, value $514,096.

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

    • OneAscent Financial Services LLC: 5,213 shares
    • OneAscent Wealth Management LLC: 0 shares
    • OneAscent Investment Solutions LLC: 7,838 shares

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

  4. period ended2025-09-30
    13F/A 12,593 shares
    Change vs previous 13F -6,838 shares

    0.15% of the 13F portfolio, value $584,315.

    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: 0 shares
    • OneAscent Wealth Management LLC: 4,670 shares
    • OneAscent Investment Solutions LLC: 7,923 shares

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

  5. period ended2025-06-30
    13F 19,431 shares
    Change vs previous 13F -7,032 shares

    0.05% of the 13F portfolio, value $919,000.

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

    • OneAscent Financial Services LLC: 6,689 shares
    • OneAscent Wealth Management LLC: 4,674 shares
    • OneAscent Investment Solutions LLC: 8,068 shares

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

  6. period ended2025-03-31
    13F 26,463 shares
    Change vs previous 13F +15,525 shares

    0.08% of the 13F portfolio, value $1,414,000.

    13F-HR 0001780985-25-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 13,042 shares
    • OneAscent Wealth Management LLC: 4,273 shares
    • OneAscent Investment Solutions LLC: 9,148 shares

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

  7. period ended2024-12-31
    13F 10,938 shares
    Change vs previous 13F +294 shares

    0.04% of the 13F portfolio, value $589,000.

    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: 7,041 shares
    • OneAscent Wealth Management LLC: 3,897 shares

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

  8. period ended2024-09-30
    13F 10,644 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $520,000.

    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: 5,973 shares
    • OneAscent Wealth Management LLC: 4,671 shares

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