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Disclosery

OneAscent Financial Services LLC: ISRG position timeline

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

OneAscent Financial Services LLC held 3,395 ISRG 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 3,395 shares
    Change vs previous 13F -175 shares

    0.06% of the 13F portfolio, value $1,350,124.

    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: 2,158 shares
    • OneAscent Wealth Management LLC: 1,237 shares

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

  2. period ended2026-03-31
    13F 3,570 shares
    Change vs previous 13F +1,759 shares

    0.08% of the 13F portfolio, value $1,645,735.

    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: 2,198 shares
    • OneAscent Wealth Management LLC: 1,372 shares

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

  3. period ended2025-12-31
    13F 1,811 shares
    Change vs previous 13F +327 shares

    0.07% of the 13F portfolio, value $1,025,678.

    13F-HR 0001844707-26-000001 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 374 shares
    • OneAscent Wealth Management LLC: 1,437 shares

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

  4. period ended2025-09-30
    13F/A 1,484 shares
    Change vs previous 13F -2,270 shares

    0.22% of the 13F portfolio, value $663,689.

    13F-HR 0001844707-25-000005 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 0 shares
    • OneAscent Wealth Management LLC: 1,484 shares

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

  5. period ended2025-06-30
    13F 3,754 shares
    Change vs previous 13F -181 shares

    0.12% of the 13F portfolio, value $2,029,000.

    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: 2,156 shares
    • OneAscent Wealth Management LLC: 1,598 shares

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

  6. period ended2025-03-31
    13F 3,935 shares
    Change vs previous 13F +163 shares

    0.11% of the 13F portfolio, value $1,951,000.

    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: 2,335 shares
    • OneAscent Wealth Management LLC: 1,600 shares

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

  7. period ended2024-12-31
    13F 3,772 shares
    Change vs previous 13F -38 shares

    0.14% of the 13F portfolio, value $1,969,000.

    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: 2,172 shares
    • OneAscent Wealth Management LLC: 1,600 shares

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

  8. period ended2024-09-30
    13F 3,810 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,872,000.

    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: 2,161 shares
    • OneAscent Wealth Management LLC: 1,649 shares

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