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OneAscent Financial Services LLC: KR position timeline

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

OneAscent Financial Services LLC held 5,667 KR 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 5,667 shares
    Change vs previous 13F -3,711 shares

    0.02% of the 13F portfolio, value $314,681.

    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: 5,667 shares
    • OneAscent Wealth Management LLC: 0 shares

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

  2. period ended2026-03-31
    13F 9,378 shares
    Change vs previous 13F -129 shares

    0.03% of the 13F portfolio, value $678,572.

    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: 6,322 shares
    • OneAscent Wealth Management LLC: 3,056 shares

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

  3. period ended2025-12-31
    13F 9,507 shares
    Change vs previous 13F +583 shares

    0.04% of the 13F portfolio, value $594,008.

    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: 6,296 shares
    • OneAscent Wealth Management LLC: 3,211 shares

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

  4. period ended2025-09-30
    13F/A 8,924 shares
    Change vs previous 13F -3,634 shares

    0.05% of the 13F portfolio, value $601,564.

    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: 5,630 shares
    • OneAscent Wealth Management LLC: 3,294 shares
    • OneAscent Investment Solutions LLC: 0 shares

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

  5. period ended2025-06-30
    13F 12,558 shares
    Change vs previous 13F -6,469 shares

    0.05% of the 13F portfolio, value $900,000.

    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: 6,211 shares
    • OneAscent Wealth Management LLC: 3,297 shares
    • OneAscent Investment Solutions LLC: 3,050 shares

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

  6. period ended2025-03-31
    13F 19,027 shares
    Change vs previous 13F +8,763 shares

    0.07% of the 13F portfolio, value $1,290,000.

    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: 12,376 shares
    • OneAscent Wealth Management LLC: 3,192 shares
    • OneAscent Investment Solutions LLC: 3,459 shares

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

  7. period ended2024-12-31
    13F 10,264 shares
    Change vs previous 13F +1,426 shares

    0.04% of the 13F portfolio, value $627,000.

    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: 5,632 shares
    • OneAscent Wealth Management LLC: 4,632 shares

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

  8. period ended2024-09-30
    13F 8,838 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $507,000.

    13F-HR 0001844707-24-000001 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 4,343 shares
    • OneAscent Wealth Management LLC: 4,495 shares

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