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OneAscent Financial Services LLC: JNJ position timeline

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

OneAscent Financial Services LLC held 14,359 JNJ 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 14,359 shares
    Change vs previous 13F +111 shares

    0.15% of the 13F portfolio, value $3,646,873.

    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: 13,352 shares
    • OneAscent Wealth Management LLC: 1,007 shares

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

  2. period ended2026-03-31
    13F 14,248 shares
    Change vs previous 13F +5,216 shares

    0.16% of the 13F portfolio, value $3,482,546.

    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: 13,263 shares
    • OneAscent Wealth Management LLC: 985 shares

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

  3. period ended2025-12-31
    13F 9,032 shares
    Change vs previous 13F -656 shares

    0.13% of the 13F portfolio, value $1,869,178.

    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: 8,046 shares
    • OneAscent Wealth Management LLC: 986 shares

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

  4. period ended2025-09-30
    13F/A 9,688 shares
    Change vs previous 13F -4,165 shares

    0.16% of the 13F portfolio, value $1,796,319.

    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: 8,238 shares
    • OneAscent Wealth Management LLC: 1,450 shares

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

  5. period ended2025-06-30
    13F 13,853 shares
    Change vs previous 13F -13,181 shares

    0.15% of the 13F portfolio, value $2,133,000.

    13F-HR 0001780985-25-000004 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).

  6. period ended2025-03-31
    13F 27,034 shares
    Change vs previous 13F +14,865 shares

    0.28% of the 13F portfolio, value $4,332,000.

    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 12,169 shares
    Change vs previous 13F +1,401 shares

    0.15% of the 13F portfolio, value $1,760,000.

    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: 12,169 shares
    • OneAscent Wealth Management LLC: 0 shares

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

  8. period ended2024-09-30
    13F 10,768 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,745,000.

    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: 9,513 shares
    • OneAscent Wealth Management LLC: 1,255 shares

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