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OneAscent Financial Services LLC: KLAC position timeline

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

OneAscent Financial Services LLC held 16,197 KLAC 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 16,197 shares
    Change vs previous 13F +14,542 shares

    0.18% of the 13F portfolio, value $4,886,845.

    13F-HR 0001974438-26-000004 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 4,183 shares
    • OneAscent Wealth Management LLC: 2,823 shares
    • OneAscent Investment Solutions LLC: 5,329 shares
    • OneAscent Family Office, LLC: 3,862 shares

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

  2. period ended2026-03-31
    13F 1,655 shares
    Change vs previous 13F +8 shares

    0.1% of the 13F portfolio, value $2,437,126.

    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: 408 shares
    • OneAscent Wealth Management LLC: 201 shares
    • OneAscent Investment Solutions LLC: 666 shares
    • OneAscent Family Office, LLC: 380 shares

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

  3. period ended2025-12-31
    13F 1,647 shares
    Change vs previous 13F +117 shares

    0.12% of the 13F portfolio, value $2,001,188.

    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: 392 shares
    • OneAscent Wealth Management LLC: 240 shares
    • OneAscent Investment Solutions LLC: 658 shares
    • OneAscent Family Office, LLC: 357 shares

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

  4. period ended2025-09-30
    13F/A 1,530 shares
    Change vs previous 13F -13 shares

    0.12% of the 13F portfolio, value $1,649,721.

    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: 245 shares
    • OneAscent Wealth Management LLC: 258 shares
    • OneAscent Investment Solutions LLC: 665 shares
    • OneAscent Family Office, LLC: 362 shares

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

  5. period ended2025-06-30
    13F 1,543 shares
    Change vs previous 13F -39 shares

    0.07% of the 13F portfolio, value $1,382,000.

    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: 385 shares
    • OneAscent Wealth Management LLC: 267 shares
    • OneAscent Investment Solutions LLC: 530 shares
    • OneAscent Family Office, LLC: 361 shares

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

  6. period ended2025-03-31
    13F 1,582 shares
    Change vs previous 13F +1,582 shares

    0.07% of the 13F portfolio, value $1,075,000.

    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: 892 shares
    • OneAscent Investment Solutions LLC: 690 shares

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

  7. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -1,213 shares

    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: 0 shares
    • OneAscent Wealth Management LLC: 0 shares

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

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

  8. period ended2024-09-30
    13F 1,213 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $939,000.

    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: 636 shares
    • OneAscent Wealth Management LLC: 577 shares

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