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OneAscent Financial Services LLC: LRCX position timeline

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

OneAscent Financial Services LLC held 9,160 LRCX 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 9,160 shares
    Change vs previous 13F -1,024 shares

    0.15% of the 13F portfolio, value $3,969,380.

    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: 3,994 shares
    • OneAscent Wealth Management LLC: 812 shares
    • OneAscent Investment Solutions LLC: 1,975 shares
    • OneAscent Family Office, LLC: 2,379 shares

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

  2. period ended2026-03-31
    13F 10,184 shares
    Change vs previous 13F +3,242 shares

    0.09% of the 13F portfolio, value $2,176,015.

    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: 4,791 shares
    • OneAscent Wealth Management LLC: 1,085 shares
    • OneAscent Investment Solutions LLC: 2,351 shares
    • OneAscent Family Office, LLC: 1,957 shares

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

  3. period ended2025-12-31
    13F 6,942 shares
    Change vs previous 13F -8,586 shares

    0.09% of the 13F portfolio, value $1,188,257.

    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: 3,320 shares
    • OneAscent Wealth Management LLC: 0 shares
    • OneAscent Investment Solutions LLC: 1,699 shares
    • OneAscent Family Office, LLC: 1,923 shares

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

  4. period ended2025-09-30
    13F/A 15,528 shares
    Change vs previous 13F -1,585 shares

    0.16% of the 13F portfolio, value $2,079,196.

    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: 3,927 shares
    • OneAscent Wealth Management LLC: 3,328 shares
    • OneAscent Investment Solutions LLC: 5,735 shares
    • OneAscent Family Office, LLC: 2,538 shares

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

  5. period ended2025-06-30
    13F 17,113 shares
    Change vs previous 13F +6,882 shares

    0.09% of the 13F portfolio, value $1,665,000.

    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: 5,857 shares
    • OneAscent Wealth Management LLC: 3,212 shares
    • OneAscent Investment Solutions LLC: 5,544 shares
    • OneAscent Family Office, LLC: 2,500 shares

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

  6. period ended2025-03-31
    13F 10,231 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $745,000.

    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: 6,864 shares
    • OneAscent Investment Solutions LLC: 3,367 shares

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