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Disclosery

OneAscent Financial Services LLC: MTD position timeline

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

OneAscent Financial Services LLC held 374 MTD 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 374 shares
    Change vs previous 13F -46 shares

    0.16% of the 13F portfolio, value $477,789.

    13F-HR 0001974438-26-000004 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 0 shares
    • OneAscent Investment Solutions LLC: 205 shares
    • OneAscent Family Office, LLC: 169 shares

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

  2. period ended2026-03-31
    13F 420 shares
    Change vs previous 13F -319 shares

    0.03% of the 13F portfolio, value $529,703.

    13F-HR 0001974438-26-000003 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 163 shares
    • OneAscent Wealth Management LLC: 0 shares
    • OneAscent Investment Solutions LLC: 257 shares
    • OneAscent Family Office, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 739 shares
    Change vs previous 13F +316 shares

    0.06% of the 13F portfolio, value $1,030,306.

    13F-HR 0001974438-26-000002 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 164 shares
    • OneAscent Wealth Management LLC: 147 shares
    • OneAscent Investment Solutions LLC: 260 shares
    • OneAscent Family Office, LLC: 168 shares

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

  4. period ended2025-09-30
    13F/A 423 shares
    Change vs previous 13F -97 shares

    0.13% of the 13F portfolio, value $519,279.

    13F-HR 0001974438-25-000005 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 0 shares
    • OneAscent Wealth Management LLC: 163 shares
    • OneAscent Investment Solutions LLC: 260 shares

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

  5. period ended2025-06-30
    13F 520 shares
    Change vs previous 13F -516 shares

    0.04% of the 13F portfolio, value $615,000.

    13F-HR 0001974438-25-000004 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 188 shares
    • OneAscent Wealth Management LLC: 0 shares
    • OneAscent Investment Solutions LLC: 332 shares

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

  6. period ended2025-03-31
    13F 1,036 shares
    Change vs previous 13F +862 shares

    0.07% of the 13F portfolio, value $1,218,000.

    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: 450 shares
    • OneAscent Wealth Management LLC: 190 shares
    • OneAscent Investment Solutions LLC: 396 shares

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

  7. period ended2024-12-31
    13F 174 shares
    Change vs previous 13F -114 shares

    0.02% of the 13F portfolio, value $213,000.

    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: 174 shares
    • OneAscent Wealth Management LLC: 0 shares

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

  8. period ended2024-09-30
    13F 288 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $431,000.

    13F-HR 0001844707-24-000001 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 141 shares
    • OneAscent Wealth Management LLC: 147 shares

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