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OneAscent Financial Services LLC: OAEM position timeline

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

OneAscent Financial Services LLC held 1,373,183 OAEM 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 1,373,183 shares
    Change vs previous 13F -63,207 shares

    2.51% of the 13F portfolio, value $68,501,932.

    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: 851,460 shares
    • OneAscent Wealth Management LLC: 424,946 shares
    • OneAscent Investment Solutions LLC: 19,854 shares
    • OneAscent Family Office, LLC: 76,923 shares

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

  2. period ended2026-03-31
    13F 1,436,390 shares
    Change vs previous 13F +35,484 shares

    2.42% of the 13F portfolio, value $57,909,098.

    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: 880,963 shares
    • OneAscent Wealth Management LLC: 448,430 shares
    • OneAscent Investment Solutions LLC: 26,807 shares
    • OneAscent Family Office, LLC: 80,190 shares

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

  3. period ended2025-12-31
    13F 1,400,906 shares
    Change vs previous 13F +336,726 shares

    3.15% of the 13F portfolio, value $51,315,217.

    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: 861,297 shares
    • OneAscent Wealth Management LLC: 435,877 shares
    • OneAscent Investment Solutions LLC: 26,364 shares
    • OneAscent Family Office, LLC: 77,368 shares

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

  4. period ended2025-09-30
    13F/A 1,064,180 shares
    Change vs previous 13F -132,452 shares

    2.75% of the 13F portfolio, value $36,629,110.

    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: 574,740 shares
    • OneAscent Wealth Management LLC: 399,064 shares
    • OneAscent Investment Solutions LLC: 26,278 shares
    • OneAscent Family Office, LLC: 64,098 shares

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

  5. period ended2025-06-30
    13F 1,196,632 shares
    Change vs previous 13F +241,458 shares

    2.07% of the 13F portfolio, value $38,719,000.

    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: 760,975 shares
    • OneAscent Wealth Management LLC: 342,266 shares
    • OneAscent Investment Solutions LLC: 27,832 shares
    • OneAscent Family Office, LLC: 65,559 shares

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

  6. period ended2025-03-31
    13F 955,174 shares
    Change vs previous 13F -354,372 shares

    1.41% of the 13F portfolio, value $27,502,000.

    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: 627,207 shares
    • OneAscent Wealth Management LLC: 247,299 shares
    • OneAscent Investment Solutions LLC: 26,117 shares
    • OneAscent Family Office, LLC: 54,551 shares

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

  7. period ended2024-12-31
    13F 1,309,546 shares
    Change vs previous 13F +566,751 shares

    2.6% of the 13F portfolio, value $38,263,000.

    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: 817,693 shares
    • OneAscent Wealth Management LLC: 426,154 shares
    • OneAscent Family Office, LLC: 65,699 shares

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

  8. period ended2024-09-30
    13F 742,795 shares
    Change vs previous 13F not available

    8.63% of the 13F portfolio, value $22,733,000.

    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: 0 shares
    • OneAscent Wealth Management LLC: 742,795 shares

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