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Disclosery

OneAscent Financial Services LLC: MRSH position timeline

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

OneAscent Financial Services LLC held 2,432 MRSH 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 2,432 shares
    Change vs previous 13F +814 shares

    0.2% of the 13F portfolio, value $405,355.

    13F-HR 0002055812-26-000003 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 1,618 shares
    Change vs previous 13F +357 shares

    0.2% of the 13F portfolio, value $280,572.

    13F-HR 0002055812-26-000002 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 1,261 shares
    Change vs previous 13F +1,261 shares

    0.16% of the 13F portfolio, value $233,941.

    13F-HR 0002055812-26-000001 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F/A 0 shares
    Change vs previous 13F -4,448 shares

    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: 0 shares
    • OneAscent Wealth Management LLC: 0 shares
    • OneAscent Investment Solutions LLC: 0 shares
    • OneAscent Family Office, LLC: 0 shares

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 4,448 shares
    Change vs previous 13F -2,950 shares

    0.05% of the 13F portfolio, value $972,000.

    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: 1,244 shares
    • OneAscent Wealth Management LLC: 1,046 shares
    • OneAscent Investment Solutions LLC: 1,212 shares
    • OneAscent Family Office, LLC: 946 shares

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

  6. period ended2025-03-31
    13F 7,398 shares
    Change vs previous 13F +3,661 shares

    0.09% of the 13F portfolio, value $1,805,000.

    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: 3,164 shares
    • OneAscent Wealth Management LLC: 986 shares
    • OneAscent Investment Solutions LLC: 1,230 shares
    • OneAscent Family Office, LLC: 2,018 shares

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

  7. period ended2024-12-31
    13F 3,737 shares
    Change vs previous 13F +1,092 shares

    0.06% of the 13F portfolio, value $794,000.

    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: 2,194 shares
    • OneAscent Wealth Management LLC: 1,543 shares

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

  8. period ended2024-09-30
    13F 2,645 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $590,000.

    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: 1,517 shares
    • OneAscent Wealth Management LLC: 1,128 shares

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