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OneAscent Financial Services LLC: OASC position timeline

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

OneAscent Financial Services LLC held 2,281,431 OASC 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 2,281,431 shares
    Change vs previous 13F +27,589 shares

    3% of the 13F portfolio, value $81,997,386.

    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: 1,706,630 shares
    • OneAscent Wealth Management LLC: 519,509 shares
    • OneAscent Investment Solutions LLC: 15,774 shares
    • OneAscent Family Office, LLC: 39,518 shares

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

  2. period ended2026-03-31
    13F 2,253,842 shares
    Change vs previous 13F +188,339 shares

    2.81% of the 13F portfolio, value $67,164,518.

    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: 1,604,453 shares
    • OneAscent Wealth Management LLC: 581,253 shares
    • OneAscent Investment Solutions LLC: 16,116 shares
    • OneAscent Family Office, LLC: 52,020 shares

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

  3. period ended2025-12-31
    13F 2,065,503 shares
    Change vs previous 13F +947,443 shares

    3.74% of the 13F portfolio, value $60,829,057.

    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: 1,470,256 shares
    • OneAscent Wealth Management LLC: 530,851 shares
    • OneAscent Investment Solutions LLC: 14,630 shares
    • OneAscent Family Office, LLC: 49,766 shares

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

  4. period ended2025-09-30
    13F/A 1,118,060 shares
    Change vs previous 13F +277,694 shares

    2.4% of the 13F portfolio, value $31,914,346.

    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: 695,772 shares
    • OneAscent Wealth Management LLC: 370,362 shares
    • OneAscent Investment Solutions LLC: 14,167 shares
    • OneAscent Family Office, LLC: 37,759 shares

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

  5. period ended2025-06-30
    13F 840,366 shares
    Change vs previous 13F +149,258 shares

    1.18% of the 13F portfolio, value $22,037,000.

    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: 723,700 shares
    • OneAscent Wealth Management LLC: 84,127 shares
    • OneAscent Investment Solutions LLC: 10,045 shares
    • OneAscent Family Office, LLC: 22,494 shares

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

  6. period ended2025-03-31
    13F 691,108 shares
    Change vs previous 13F +102,406 shares

    0.91% of the 13F portfolio, value $17,124,000.

    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: 633,354 shares
    • OneAscent Wealth Management LLC: 40,109 shares
    • OneAscent Family Office, LLC: 17,645 shares

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

  7. period ended2024-12-31
    13F 588,702 shares
    Change vs previous 13F +551,757 shares

    1.13% of the 13F portfolio, value $16,056,000.

    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: 552,577 shares
    • OneAscent Wealth Management LLC: 36,125 shares

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

  8. period ended2024-09-30
    13F 36,945 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,025,000.

    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: 36,945 shares

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