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OneAscent Financial Services LLC: NVDA position timeline

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

OneAscent Financial Services LLC held 190,719 NVDA 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 190,719 shares
    Change vs previous 13F +10,720 shares

    1.4% of the 13F portfolio, value $38,161,065.

    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: 141,845 shares
    • OneAscent Wealth Management LLC: 10,465 shares
    • OneAscent Investment Solutions LLC: 10,572 shares
    • OneAscent Family Office, LLC: 27,837 shares

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

  2. period ended2026-03-31
    13F 179,999 shares
    Change vs previous 13F +28,949 shares

    1.31% of the 13F portfolio, value $31,391,826.

    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: 137,461 shares
    • OneAscent Wealth Management LLC: 7,455 shares
    • OneAscent Investment Solutions LLC: 15,939 shares
    • OneAscent Family Office, LLC: 19,144 shares

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

  3. period ended2025-12-31
    13F 151,050 shares
    Change vs previous 13F +10,264 shares

    1.73% of the 13F portfolio, value $28,170,935.

    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: 112,202 shares
    • OneAscent Wealth Management LLC: 7,858 shares
    • OneAscent Investment Solutions LLC: 15,647 shares
    • OneAscent Family Office, LLC: 15,343 shares

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

  4. period ended2025-09-30
    13F/A 140,786 shares
    Change vs previous 13F -19,981 shares

    1.97% of the 13F portfolio, value $26,267,912.

    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: 108,263 shares
    • OneAscent Wealth Management LLC: 7,870 shares
    • OneAscent Investment Solutions LLC: 14,535 shares
    • OneAscent Family Office, LLC: 10,118 shares

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

  5. period ended2025-06-30
    13F 160,767 shares
    Change vs previous 13F +7,847 shares

    1.35% of the 13F portfolio, value $25,271,000.

    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: 131,961 shares
    • OneAscent Wealth Management LLC: 8,053 shares
    • OneAscent Investment Solutions LLC: 10,830 shares
    • OneAscent Family Office, LLC: 9,923 shares

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

  6. period ended2025-03-31
    13F 152,920 shares
    Change vs previous 13F +28,271 shares

    0.85% of the 13F portfolio, value $16,629,000.

    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: 123,445 shares
    • OneAscent Wealth Management LLC: 6,399 shares
    • OneAscent Investment Solutions LLC: 11,530 shares
    • OneAscent Family Office, LLC: 11,546 shares

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

  7. period ended2024-12-31
    13F 124,649 shares
    Change vs previous 13F +48,713 shares

    1.14% of the 13F portfolio, value $16,740,000.

    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: 110,989 shares
    • OneAscent Wealth Management LLC: 6,097 shares
    • OneAscent Family Office, LLC: 7,563 shares

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

  8. period ended2024-09-30
    13F 75,936 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $9,223,000.

    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: 67,746 shares
    • OneAscent Wealth Management LLC: 8,190 shares

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