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OneAscent Financial Services LLC: NVT position timeline

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

OneAscent Financial Services LLC held 17,988 NVT 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 17,988 shares
    Change vs previous 13F -5,497 shares

    0.11% of the 13F portfolio, value $3,051,010.

    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: 3,206 shares
    • OneAscent Wealth Management LLC: 5,136 shares
    • OneAscent Investment Solutions LLC: 6,323 shares
    • OneAscent Family Office, LLC: 3,323 shares

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

  2. period ended2026-03-31
    13F 23,485 shares
    Change vs previous 13F +5,638 shares

    0.12% of the 13F portfolio, value $2,777,773.

    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: 6,520 shares
    • OneAscent Wealth Management LLC: 5,703 shares
    • OneAscent Investment Solutions LLC: 8,233 shares
    • OneAscent Family Office, LLC: 3,029 shares

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

  3. period ended2025-12-31
    13F 17,847 shares
    Change vs previous 13F +3,114 shares

    0.11% of the 13F portfolio, value $1,819,808.

    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: 3,266 shares
    • OneAscent Wealth Management LLC: 4,027 shares
    • OneAscent Investment Solutions LLC: 6,719 shares
    • OneAscent Family Office, LLC: 3,835 shares

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

  4. period ended2025-09-30
    13F/A 14,733 shares
    Change vs previous 13F -4,427 shares

    0.28% of the 13F portfolio, value $1,453,263.

    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: 4,348 shares
    • OneAscent Investment Solutions LLC: 6,980 shares
    • OneAscent Family Office, LLC: 3,405 shares

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

  5. period ended2025-06-30
    13F 19,160 shares
    Change vs previous 13F +485 shares

    0.07% of the 13F portfolio, value $1,402,000.

    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: 3,710 shares
    • OneAscent Wealth Management LLC: 4,292 shares
    • OneAscent Investment Solutions LLC: 7,817 shares
    • OneAscent Family Office, LLC: 3,341 shares

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

  6. period ended2025-03-31
    13F 18,675 shares
    Change vs previous 13F +2,930 shares

    0.05% of the 13F portfolio, value $980,000.

    13F-HR 0001974438-25-000003 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 4,609 shares
    • OneAscent Wealth Management LLC: 4,329 shares
    • OneAscent Investment Solutions LLC: 9,737 shares
    • OneAscent Family Office, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 15,745 shares
    Change vs previous 13F -935 shares

    0.07% of the 13F portfolio, value $1,074,000.

    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: 6,932 shares
    • OneAscent Wealth Management LLC: 5,380 shares
    • OneAscent Family Office, LLC: 3,433 shares

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

  8. period ended2024-09-30
    13F 16,680 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,172,000.

    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: 8,397 shares
    • OneAscent Wealth Management LLC: 8,283 shares

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