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OneAscent Financial Services LLC: LLY position timeline

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

OneAscent Financial Services LLC held 5,850 LLY 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 5,850 shares
    Change vs previous 13F -188 shares

    0.26% of the 13F portfolio, value $7,017,502.

    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: 4,312 shares
    • OneAscent Wealth Management LLC: 339 shares
    • OneAscent Investment Solutions LLC: 263 shares
    • OneAscent Family Office, LLC: 936 shares

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

  2. period ended2026-03-31
    13F 6,038 shares
    Change vs previous 13F +475 shares

    0.23% of the 13F portfolio, value $5,553,658.

    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: 4,715 shares
    • OneAscent Wealth Management LLC: 345 shares
    • OneAscent Investment Solutions LLC: 261 shares
    • OneAscent Family Office, LLC: 717 shares

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

  3. period ended2025-12-31
    13F 5,563 shares
    Change vs previous 13F +552 shares

    0.37% of the 13F portfolio, value $5,979,078.

    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: 4,304 shares
    • OneAscent Wealth Management LLC: 346 shares
    • OneAscent Investment Solutions LLC: 278 shares
    • OneAscent Family Office, LLC: 635 shares

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

  4. period ended2025-09-30
    13F/A 5,011 shares
    Change vs previous 13F -1,484 shares

    0.29% of the 13F portfolio, value $3,823,051.

    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: 3,786 shares
    • OneAscent Wealth Management LLC: 358 shares
    • OneAscent Investment Solutions LLC: 316 shares
    • OneAscent Family Office, LLC: 551 shares

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

  5. period ended2025-06-30
    13F 6,495 shares
    Change vs previous 13F -5,367 shares

    0.27% of the 13F portfolio, value $5,057,000.

    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: 5,272 shares
    • OneAscent Wealth Management LLC: 359 shares
    • OneAscent Investment Solutions LLC: 329 shares
    • OneAscent Family Office, LLC: 535 shares

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

  6. period ended2025-03-31
    13F 11,862 shares
    Change vs previous 13F +6,286 shares

    0.5% of the 13F portfolio, value $9,734,000.

    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: 10,428 shares
    • OneAscent Wealth Management LLC: 272 shares
    • OneAscent Investment Solutions LLC: 246 shares
    • OneAscent Family Office, LLC: 916 shares

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

  7. period ended2024-12-31
    13F 5,576 shares
    Change vs previous 13F +3,408 shares

    0.29% of the 13F portfolio, value $4,304,000.

    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: 4,798 shares
    • OneAscent Wealth Management LLC: 347 shares
    • OneAscent Family Office, LLC: 431 shares

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

  8. period ended2024-09-30
    13F 2,168 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,920,000.

    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: 1,716 shares
    • OneAscent Wealth Management LLC: 452 shares

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