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OneAscent Financial Services LLC: LOW position timeline

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

OneAscent Financial Services LLC held 5,594 LOW 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 5,594 shares
    Change vs previous 13F -115 shares

    0.05% of the 13F portfolio, value $1,233,440.

    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: 3,602 shares
    • OneAscent Family Office, LLC: 1,992 shares

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

  2. period ended2026-03-31
    13F 5,709 shares
    Change vs previous 13F +2,569 shares

    0.07% of the 13F portfolio, value $1,348,930.

    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: 3,639 shares
    • OneAscent Family Office, LLC: 2,070 shares

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

  3. period ended2025-12-31
    13F 3,140 shares
    Change vs previous 13F +951 shares

    0.06% of the 13F portfolio, value $757,261.

    13F-HR 0002055812-26-000001 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 1,065 shares
    • OneAscent Family Office, LLC: 2,075 shares

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

  4. period ended2025-09-30
    13F/A 2,189 shares
    Change vs previous 13F -4,235 shares

    0.45% of the 13F portfolio, value $550,185.

    13F-HR 0002055812-25-000005 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 0 shares
    • OneAscent Family Office, LLC: 2,189 shares

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

  5. period ended2025-06-30
    13F 6,424 shares
    Change vs previous 13F -6,648 shares

    0.1% of the 13F portfolio, value $1,446,000.

    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: 3,954 shares
    • OneAscent Family Office, LLC: 2,470 shares

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

  6. period ended2025-03-31
    13F 13,072 shares
    Change vs previous 13F +7,426 shares

    0.19% of the 13F portfolio, value $3,056,000.

    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: 8,190 shares
    • OneAscent Family Office, LLC: 4,882 shares

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

  7. period ended2024-12-31
    13F 5,646 shares
    Change vs previous 13F +428 shares

    0.11% of the 13F portfolio, value $1,393,000.

    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: 4,243 shares
    • OneAscent Wealth Management LLC: 0 shares
    • OneAscent Family Office, LLC: 1,403 shares

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

  8. period ended2024-09-30
    13F 5,218 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,413,000.

    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: 3,670 shares
    • OneAscent Wealth Management LLC: 1,548 shares

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