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OneAscent Financial Services LLC: MPC position timeline

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

OneAscent Financial Services LLC held 7,187 MPC 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 7,187 shares
    Change vs previous 13F -746 shares

    0.07% of the 13F portfolio, value $1,837,355.

    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: 3,243 shares
    • OneAscent Wealth Management LLC: 1,716 shares
    • OneAscent Investment Solutions LLC: 870 shares
    • OneAscent Family Office, LLC: 1,358 shares

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

  2. period ended2026-03-31
    13F 7,933 shares
    Change vs previous 13F -119 shares

    0.08% of the 13F portfolio, value $1,937,035.

    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: 3,638 shares
    • OneAscent Wealth Management LLC: 1,750 shares
    • OneAscent Investment Solutions LLC: 1,375 shares
    • OneAscent Family Office, LLC: 1,170 shares

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

  3. period ended2025-12-31
    13F 8,052 shares
    Change vs previous 13F +646 shares

    0.08% of the 13F portfolio, value $1,309,507.

    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: 3,571 shares
    • OneAscent Wealth Management LLC: 1,861 shares
    • OneAscent Investment Solutions LLC: 1,379 shares
    • OneAscent Family Office, LLC: 1,241 shares

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

  4. period ended2025-09-30
    13F/A 7,406 shares
    Change vs previous 13F -1,377 shares

    0.11% of the 13F portfolio, value $1,427,423.

    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: 3,038 shares
    • OneAscent Wealth Management LLC: 1,909 shares
    • OneAscent Investment Solutions LLC: 1,379 shares
    • OneAscent Family Office, LLC: 1,080 shares

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

  5. period ended2025-06-30
    13F 8,783 shares
    Change vs previous 13F +2,479 shares

    0.08% of the 13F portfolio, value $1,461,000.

    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: 4,109 shares
    • OneAscent Wealth Management LLC: 1,987 shares
    • OneAscent Investment Solutions LLC: 1,448 shares
    • OneAscent Family Office, LLC: 1,239 shares

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

  6. period ended2025-03-31
    13F 6,304 shares
    Change vs previous 13F +1,755 shares

    0.05% of the 13F portfolio, value $919,000.

    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: 4,393 shares
    • OneAscent Wealth Management LLC: 1,911 shares

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

  7. period ended2024-12-31
    13F 4,549 shares
    Change vs previous 13F +649 shares

    0.04% of the 13F portfolio, value $635,000.

    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: 2,637 shares
    • OneAscent Wealth Management LLC: 1,912 shares

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

  8. period ended2024-09-30
    13F 3,900 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $635,000.

    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: 2,047 shares
    • OneAscent Wealth Management LLC: 1,853 shares

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