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Disclosery

OneAscent Financial Services LLC: LAD position timeline

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

OneAscent Financial Services LLC held 0 LAD 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 0 shares
    Change vs previous 13F -977 shares

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

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

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

  2. period ended2026-03-31
    13F 977 shares
    Change vs previous 13F -615 shares

    0.24% of the 13F portfolio, value $243,976.

    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: 0 shares
    • OneAscent Investment Solutions LLC: 977 shares

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

  3. period ended2025-12-31
    13F 1,592 shares
    Change vs previous 13F -280 shares

    0.04% of the 13F portfolio, value $529,108.

    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: 602 shares
    • OneAscent Wealth Management LLC: 0 shares
    • OneAscent Investment Solutions LLC: 990 shares

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

  4. period ended2025-09-30
    13F/A 1,872 shares
    Change vs previous 13F -1,100 shares

    0.15% of the 13F portfolio, value $591,552.

    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: 0 shares
    • OneAscent Wealth Management LLC: 737 shares
    • OneAscent Investment Solutions LLC: 1,135 shares

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

  5. period ended2025-06-30
    13F 2,972 shares
    Change vs previous 13F +620 shares

    0.06% of the 13F portfolio, value $1,007,000.

    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: 864 shares
    • OneAscent Wealth Management LLC: 716 shares
    • OneAscent Investment Solutions LLC: 1,392 shares

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

  6. period ended2025-03-31
    13F 2,352 shares
    Change vs previous 13F +1,372 shares

    0.04% of the 13F portfolio, value $693,000.

    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: 1,442 shares
    • OneAscent Investment Solutions LLC: 910 shares

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

  7. period ended2024-12-31
    13F 980 shares
    Change vs previous 13F -522 shares

    0.03% of the 13F portfolio, value $350,000.

    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: 980 shares
    • OneAscent Wealth Management LLC: 0 shares

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

  8. period ended2024-09-30
    13F 1,502 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $478,000.

    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: 773 shares
    • OneAscent Wealth Management LLC: 729 shares

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