Skip to content
Disclosery

OneAscent Financial Services LLC: MSFT position timeline

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

OneAscent Financial Services LLC held 51,373 MSFT 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 51,373 shares
    Change vs previous 13F +2,906 shares

    0.7% of the 13F portfolio, value $19,163,493.

    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: 33,166 shares
    • OneAscent Wealth Management LLC: 3,404 shares
    • OneAscent Investment Solutions LLC: 5,094 shares
    • OneAscent Family Office, LLC: 9,709 shares

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

  2. period ended2026-03-31
    13F 48,467 shares
    Change vs previous 13F +12,659 shares

    0.75% of the 13F portfolio, value $17,941,397.

    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: 31,269 shares
    • OneAscent Wealth Management LLC: 3,417 shares
    • OneAscent Investment Solutions LLC: 5,898 shares
    • OneAscent Family Office, LLC: 7,883 shares

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

  3. period ended2025-12-31
    13F 35,808 shares
    Change vs previous 13F +1,911 shares

    1.06% of the 13F portfolio, value $17,317,589.

    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: 18,711 shares
    • OneAscent Wealth Management LLC: 4,500 shares
    • OneAscent Investment Solutions LLC: 5,494 shares
    • OneAscent Family Office, LLC: 7,103 shares

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

  4. period ended2025-09-30
    13F/A 33,897 shares
    Change vs previous 13F -7,981 shares

    1.32% of the 13F portfolio, value $17,556,767.

    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: 16,994 shares
    • OneAscent Wealth Management LLC: 4,830 shares
    • OneAscent Investment Solutions LLC: 5,494 shares
    • OneAscent Family Office, LLC: 6,579 shares

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

  5. period ended2025-06-30
    13F 41,878 shares
    Change vs previous 13F -30,164 shares

    1.11% of the 13F portfolio, value $20,761,000.

    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: 28,419 shares
    • OneAscent Wealth Management LLC: 3,656 shares
    • OneAscent Investment Solutions LLC: 3,353 shares
    • OneAscent Family Office, LLC: 6,450 shares

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

  6. period ended2025-03-31
    13F 72,042 shares
    Change vs previous 13F +40,038 shares

    1.39% of the 13F portfolio, value $27,252,000.

    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: 52,284 shares
    • OneAscent Wealth Management LLC: 2,999 shares
    • OneAscent Investment Solutions LLC: 4,023 shares
    • OneAscent Family Office, LLC: 12,736 shares

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

  7. period ended2024-12-31
    13F 32,004 shares
    Change vs previous 13F +11,889 shares

    0.92% of the 13F portfolio, value $13,490,000.

    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: 25,232 shares
    • OneAscent Wealth Management LLC: 3,422 shares
    • OneAscent Family Office, LLC: 3,350 shares

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

  8. period ended2024-09-30
    13F 20,115 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $8,656,000.

    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: 15,775 shares
    • OneAscent Wealth Management LLC: 4,340 shares

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