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Disclosery

OneAscent Financial Services LLC: ORCL position timeline

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

OneAscent Financial Services LLC held 16,063 ORCL 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 16,063 shares
    Change vs previous 13F +3,481 shares

    0.1% of the 13F portfolio, value $2,354,098.

    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: 10,575 shares
    • OneAscent Family Office, LLC: 5,488 shares

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

  2. period ended2026-03-31
    13F 12,582 shares
    Change vs previous 13F +4,842 shares

    0.09% of the 13F portfolio, value $1,850,904.

    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: 8,345 shares
    • OneAscent Family Office, LLC: 4,237 shares

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

  3. period ended2025-12-31
    13F 7,740 shares
    Change vs previous 13F +969 shares

    0.12% of the 13F portfolio, value $1,508,693.

    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: 3,965 shares
    • OneAscent Family Office, LLC: 3,775 shares

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

  4. period ended2025-09-30
    13F/A 6,771 shares
    Change vs previous 13F -2,515 shares

    0.2% of the 13F portfolio, value $1,904,385.

    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: 3,778 shares
    • OneAscent Family Office, LLC: 2,993 shares

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

  5. period ended2025-06-30
    13F 9,286 shares
    Change vs previous 13F +1,179 shares

    0.13% of the 13F portfolio, value $2,031,000.

    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: 6,296 shares
    • OneAscent Family Office, LLC: 2,990 shares

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

  6. period ended2025-03-31
    13F 8,107 shares
    Change vs previous 13F -375 shares

    0.07% of the 13F portfolio, value $1,141,000.

    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: 6,380 shares
    • OneAscent Family Office, LLC: 1,727 shares

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

  7. period ended2024-12-31
    13F 8,482 shares
    Change vs previous 13F +3,401 shares

    0.11% of the 13F portfolio, value $1,414,000.

    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: 5,723 shares
    • OneAscent Family Office, LLC: 2,759 shares

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

  8. period ended2024-09-30
    13F 5,081 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $866,000.

    13F-HR 0001780985-24-000005 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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