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OneAscent Financial Services LLC: MA position timeline

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

OneAscent Financial Services LLC held 8,112 MA 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 8,112 shares
    Change vs previous 13F +680 shares

    0.15% of the 13F portfolio, value $4,166,034.

    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: 3,004 shares
    • OneAscent Wealth Management LLC: 1,291 shares
    • OneAscent Investment Solutions LLC: 1,406 shares
    • OneAscent Family Office, LLC: 2,411 shares

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

  2. period ended2026-03-31
    13F 7,432 shares
    Change vs previous 13F +1,181 shares

    0.16% of the 13F portfolio, value $3,713,193.

    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: 2,971 shares
    • OneAscent Wealth Management LLC: 1,079 shares
    • OneAscent Investment Solutions LLC: 1,371 shares
    • OneAscent Family Office, LLC: 2,011 shares

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

  3. period ended2025-12-31
    13F 6,251 shares
    Change vs previous 13F +695 shares

    0.22% of the 13F portfolio, value $3,568,326.

    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: 1,897 shares
    • OneAscent Wealth Management LLC: 1,081 shares
    • OneAscent Investment Solutions LLC: 1,371 shares
    • OneAscent Family Office, LLC: 1,902 shares

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

  4. period ended2025-09-30
    13F/A 5,556 shares
    Change vs previous 13F -953 shares

    0.24% of the 13F portfolio, value $3,159,967.

    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: 1,465 shares
    • OneAscent Wealth Management LLC: 1,106 shares
    • OneAscent Investment Solutions LLC: 1,371 shares
    • OneAscent Family Office, LLC: 1,614 shares

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

  5. period ended2025-06-30
    13F 6,509 shares
    Change vs previous 13F +49 shares

    0.2% of the 13F portfolio, value $3,661,000.

    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: 2,695 shares
    • OneAscent Wealth Management LLC: 1,117 shares
    • OneAscent Investment Solutions LLC: 1,056 shares
    • OneAscent Family Office, LLC: 1,641 shares

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

  6. period ended2025-03-31
    13F 6,460 shares
    Change vs previous 13F +1,643 shares

    0.18% of the 13F portfolio, value $3,542,000.

    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: 2,800 shares
    • OneAscent Wealth Management LLC: 952 shares
    • OneAscent Investment Solutions LLC: 1,049 shares
    • OneAscent Family Office, LLC: 1,659 shares

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

  7. period ended2024-12-31
    13F 4,817 shares
    Change vs previous 13F +1,046 shares

    0.17% of the 13F portfolio, value $2,536,000.

    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: 2,824 shares
    • OneAscent Wealth Management LLC: 1,039 shares
    • OneAscent Family Office, LLC: 954 shares

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

  8. period ended2024-09-30
    13F 3,771 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,862,000.

    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: 2,070 shares
    • OneAscent Wealth Management LLC: 1,701 shares

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