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OneAscent Financial Services LLC: KO position timeline

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

OneAscent Financial Services LLC held 28,173 KO 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 28,173 shares
    Change vs previous 13F +8,730 shares

    0.1% of the 13F portfolio, value $2,289,574.

    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: 14,382 shares
    • OneAscent Investment Solutions LLC: 2,758 shares
    • OneAscent Family Office, LLC: 11,033 shares

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

  2. period ended2026-03-31
    13F 19,443 shares
    Change vs previous 13F +5,792 shares

    0.07% of the 13F portfolio, value $1,478,640.

    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: 14,400 shares
    • OneAscent Family Office, LLC: 5,043 shares

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

  3. period ended2025-12-31
    13F 13,651 shares
    Change vs previous 13F +1,876 shares

    0.08% of the 13F portfolio, value $954,335.

    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: 8,168 shares
    • OneAscent Family Office, LLC: 5,483 shares

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

  4. period ended2025-09-30
    13F/A 11,775 shares
    Change vs previous 13F -7,087 shares

    0.08% of the 13F portfolio, value $780,899.

    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: 7,527 shares
    • OneAscent Family Office, LLC: 4,248 shares

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

  5. period ended2025-06-30
    13F 18,862 shares
    Change vs previous 13F -19,262 shares

    0.09% of the 13F portfolio, value $1,340,000.

    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: 14,700 shares
    • OneAscent Family Office, LLC: 4,162 shares

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

  6. period ended2025-03-31
    13F 38,124 shares
    Change vs previous 13F +22,474 shares

    0.17% of the 13F portfolio, value $2,734,000.

    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: 30,156 shares
    • OneAscent Family Office, LLC: 7,968 shares

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

  7. period ended2024-12-31
    13F 15,650 shares
    Change vs previous 13F -6,832 shares

    0.08% of the 13F portfolio, value $975,000.

    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: 12,185 shares
    • OneAscent Wealth Management LLC: 0 shares
    • OneAscent Family Office, LLC: 3,465 shares

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

  8. period ended2024-09-30
    13F 22,482 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,626,000.

    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: 12,278 shares
    • OneAscent Wealth Management LLC: 10,204 shares

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