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OneAscent Financial Services LLC: IVV position timeline

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

OneAscent Financial Services LLC held 5,818 IVV 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 5,818 shares
    Change vs previous 13F +690 shares

    0.17% of the 13F portfolio, value $4,356,580.

    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: 4,653 shares
    • OneAscent Wealth Management LLC: 342 shares
    • OneAscent Family Office, LLC: 823 shares

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

  2. period ended2026-03-31
    13F 5,128 shares
    Change vs previous 13F +1,869 shares

    0.17% of the 13F portfolio, value $3,349,578.

    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: 4,370 shares
    • OneAscent Wealth Management LLC: 0 shares
    • OneAscent Family Office, LLC: 758 shares

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

  3. period ended2025-12-31
    13F 3,259 shares
    Change vs previous 13F -196 shares

    0.15% of the 13F portfolio, value $2,232,267.

    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: 2,183 shares
    • OneAscent Wealth Management LLC: 318 shares
    • OneAscent Family Office, LLC: 758 shares

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

  4. period ended2025-09-30
    13F/A 3,455 shares
    Change vs previous 13F -138 shares

    0.19% of the 13F portfolio, value $2,312,560.

    13F-HR/A 0001780985-25-000006 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 2,381 shares
    • OneAscent Wealth Management LLC: 308 shares
    • OneAscent Family Office, LLC: 766 shares

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

  5. period ended2025-06-30
    13F 3,593 shares
    Change vs previous 13F +581 shares

    0.15% of the 13F portfolio, value $2,231,000.

    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: 2,835 shares
    • OneAscent Family Office, LLC: 758 shares

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

  6. period ended2025-03-31
    13F 3,012 shares
    Change vs previous 13F +1,017 shares

    0.11% of the 13F portfolio, value $1,694,000.

    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 1,995 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,175,000.

    13F-HR 0001780985-25-000001 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).