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OneAscent Financial Services LLC: MCK position timeline

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

OneAscent Financial Services LLC held 1,888 MCK 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 1,888 shares
    Change vs previous 13F -280 shares

    0.05% of the 13F portfolio, value $1,426,318.

    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: 815 shares
    • OneAscent Wealth Management LLC: 339 shares
    • OneAscent Investment Solutions LLC: 267 shares
    • OneAscent Family Office, LLC: 467 shares

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

  2. period ended2026-03-31
    13F 2,168 shares
    Change vs previous 13F +447 shares

    0.08% of the 13F portfolio, value $1,876,025.

    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: 880 shares
    • OneAscent Wealth Management LLC: 343 shares
    • OneAscent Investment Solutions LLC: 355 shares
    • OneAscent Family Office, LLC: 590 shares

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

  3. period ended2025-12-31
    13F 1,721 shares
    Change vs previous 13F +170 shares

    0.09% of the 13F portfolio, value $1,411,882.

    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: 464 shares
    • OneAscent Wealth Management LLC: 305 shares
    • OneAscent Investment Solutions LLC: 354 shares
    • OneAscent Family Office, LLC: 598 shares

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

  4. period ended2025-09-30
    13F/A 1,551 shares
    Change vs previous 13F -201 shares

    0.09% of the 13F portfolio, value $1,198,361.

    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: 394 shares
    • OneAscent Wealth Management LLC: 318 shares
    • OneAscent Investment Solutions LLC: 354 shares
    • OneAscent Family Office, LLC: 485 shares

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

  5. period ended2025-06-30
    13F 1,752 shares
    Change vs previous 13F -326 shares

    0.07% of the 13F portfolio, value $1,282,000.

    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: 635 shares
    • OneAscent Wealth Management LLC: 347 shares
    • OneAscent Investment Solutions LLC: 280 shares
    • OneAscent Family Office, LLC: 490 shares

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

  6. period ended2025-03-31
    13F 2,078 shares
    Change vs previous 13F -105 shares

    0.07% of the 13F portfolio, value $1,399,000.

    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: 796 shares
    • OneAscent Wealth Management LLC: 337 shares
    • OneAscent Investment Solutions LLC: 367 shares
    • OneAscent Family Office, LLC: 578 shares

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

  7. period ended2024-12-31
    13F 2,183 shares
    Change vs previous 13F +886 shares

    0.08% of the 13F portfolio, value $1,245,000.

    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: 1,054 shares
    • OneAscent Wealth Management LLC: 563 shares
    • OneAscent Family Office, LLC: 566 shares

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

  8. period ended2024-09-30
    13F 1,297 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $642,000.

    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: 687 shares
    • OneAscent Wealth Management LLC: 610 shares

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