Skip to content
Disclosery

OneAscent Financial Services LLC: ODFL position timeline

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

OneAscent Financial Services LLC held 6,295 ODFL 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 6,295 shares
    Change vs previous 13F -1,102 shares

    0.05% of the 13F portfolio, value $1,363,547.

    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: 1,644 shares
    • OneAscent Wealth Management LLC: 1,167 shares
    • OneAscent Investment Solutions LLC: 2,017 shares
    • OneAscent Family Office, LLC: 1,467 shares

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

  2. period ended2026-03-31
    13F 7,397 shares
    Change vs previous 13F -884 shares

    0.06% of the 13F portfolio, value $1,445,456.

    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: 2,111 shares
    • OneAscent Wealth Management LLC: 1,236 shares
    • OneAscent Investment Solutions LLC: 2,838 shares
    • OneAscent Family Office, LLC: 1,212 shares

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

  3. period ended2025-12-31
    13F 8,281 shares
    Change vs previous 13F +3,765 shares

    0.08% of the 13F portfolio, value $1,298,389.

    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: 2,305 shares
    • OneAscent Wealth Management LLC: 1,611 shares
    • OneAscent Investment Solutions LLC: 2,815 shares
    • OneAscent Family Office, LLC: 1,550 shares

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

  4. period ended2025-09-30
    13F/A 4,516 shares
    Change vs previous 13F -3,710 shares

    0.16% of the 13F portfolio, value $635,692.

    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: 1,701 shares
    • OneAscent Investment Solutions LLC: 2,815 shares
    • OneAscent Family Office, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 8,226 shares
    Change vs previous 13F -885 shares

    0.07% of the 13F portfolio, value $1,344,000.

    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: 2,385 shares
    • OneAscent Wealth Management LLC: 1,633 shares
    • OneAscent Investment Solutions LLC: 2,884 shares
    • OneAscent Family Office, LLC: 1,324 shares

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

  6. period ended2025-03-31
    13F 9,111 shares
    Change vs previous 13F +6,023 shares

    0.08% of the 13F portfolio, value $1,511,000.

    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: 4,464 shares
    • OneAscent Wealth Management LLC: 1,494 shares
    • OneAscent Investment Solutions LLC: 3,153 shares

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

  7. period ended2024-12-31
    13F 3,088 shares
    Change vs previous 13F -520 shares

    0.04% of the 13F portfolio, value $545,000.

    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: 1,879 shares
    • OneAscent Wealth Management LLC: 1,209 shares

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

  8. period ended2024-09-30
    13F 3,608 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $716,000.

    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: 1,919 shares
    • OneAscent Wealth Management LLC: 1,689 shares

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