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OneAscent Financial Services LLC: ITW position timeline

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

OneAscent Financial Services LLC held 3,310 ITW 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 3,310 shares
    Change vs previous 13F +970 shares

    0.04% of the 13F portfolio, value $895,145.

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

    • OneAscent Financial Services LLC: 1,060 shares
    • OneAscent Family Office, LLC: 2,250 shares

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

  2. period ended2026-03-31
    13F 2,340 shares
    Change vs previous 13F +1,224 shares

    0.03% of the 13F portfolio, value $609,173.

    13F-HR 0002055812-26-000002 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 1,052 shares
    • OneAscent Family Office, LLC: 1,288 shares

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

  3. period ended2025-12-31
    13F 1,116 shares
    Change vs previous 13F +247 shares

    0.19% of the 13F portfolio, value $274,871.

    13F-HR 0002055812-26-000001 filed by OneAscent Family Office, 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/A 869 shares
    Change vs previous 13F -1,044 shares

    0.18% of the 13F portfolio, value $226,600.

    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: 0 shares
    • OneAscent Family Office, LLC: 869 shares

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

  5. period ended2025-06-30
    13F 1,913 shares
    Change vs previous 13F -1,379 shares

    0.03% of the 13F portfolio, value $481,000.

    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: 1,045 shares
    • OneAscent Family Office, LLC: 868 shares

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

  6. period ended2025-03-31
    13F 3,292 shares
    Change vs previous 13F +1,117 shares

    0.05% of the 13F portfolio, value $820,000.

    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: 1,664 shares
    • OneAscent Family Office, LLC: 1,628 shares

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

  7. period ended2024-12-31
    13F 2,175 shares
    Change vs previous 13F +899 shares

    0.04% of the 13F portfolio, value $553,000.

    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: 1,323 shares
    • OneAscent Family Office, LLC: 852 shares

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

  8. period ended2024-09-30
    13F 1,276 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $336,000.

    13F-HR 0001780985-24-000005 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).