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OneAscent Financial Services LLC: MRK position timeline

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

OneAscent Financial Services LLC held 28,797 MRK 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 28,797 shares
    Change vs previous 13F +1,774 shares

    0.14% of the 13F portfolio, value $3,700,509.

    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: 14,305 shares
    • OneAscent Wealth Management LLC: 4,489 shares
    • OneAscent Investment Solutions LLC: 3,533 shares
    • OneAscent Family Office, LLC: 6,470 shares

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

  2. period ended2026-03-31
    13F 27,023 shares
    Change vs previous 13F +6,650 shares

    0.14% of the 13F portfolio, value $3,250,594.

    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: 14,671 shares
    • OneAscent Wealth Management LLC: 4,232 shares
    • OneAscent Investment Solutions LLC: 3,938 shares
    • OneAscent Family Office, LLC: 4,182 shares

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

  3. period ended2025-12-31
    13F 20,373 shares
    Change vs previous 13F -53 shares

    0.13% of the 13F portfolio, value $2,144,507.

    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: 8,088 shares
    • OneAscent Wealth Management LLC: 4,422 shares
    • OneAscent Investment Solutions LLC: 3,855 shares
    • OneAscent Family Office, LLC: 4,008 shares

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

  4. period ended2025-09-30
    13F/A 20,426 shares
    Change vs previous 13F -7,505 shares

    0.13% of the 13F portfolio, value $1,714,331.

    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: 7,309 shares
    • OneAscent Wealth Management LLC: 5,261 shares
    • OneAscent Investment Solutions LLC: 4,506 shares
    • OneAscent Family Office, LLC: 3,350 shares

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

  5. period ended2025-06-30
    13F 27,931 shares
    Change vs previous 13F +1,385 shares

    0.12% of the 13F portfolio, value $2,236,000.

    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: 13,971 shares
    • OneAscent Wealth Management LLC: 5,199 shares
    • OneAscent Investment Solutions LLC: 5,664 shares
    • OneAscent Family Office, LLC: 3,097 shares

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

  6. period ended2025-03-31
    13F 26,546 shares
    Change vs previous 13F +5,333 shares

    0.12% of the 13F portfolio, value $2,366,000.

    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: 15,742 shares
    • OneAscent Wealth Management LLC: 4,279 shares
    • OneAscent Investment Solutions LLC: 3,739 shares
    • OneAscent Family Office, LLC: 2,786 shares

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

  7. period ended2024-12-31
    13F 21,213 shares
    Change vs previous 13F +6,947 shares

    0.14% of the 13F portfolio, value $2,117,000.

    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: 13,760 shares
    • OneAscent Wealth Management LLC: 4,929 shares
    • OneAscent Family Office, LLC: 2,524 shares

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

  8. period ended2024-09-30
    13F 14,266 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,631,000.

    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: 9,867 shares
    • OneAscent Wealth Management LLC: 4,399 shares

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