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Disclosery

OneAscent Financial Services LLC: ORLY position timeline

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

OneAscent Financial Services LLC held 4,542 ORLY 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 4,542 shares
    Change vs previous 13F +2,366 shares

    0.12% of the 13F portfolio, value $418,273.

    13F-HR 0001844707-26-000003 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: 4,542 shares

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

  2. period ended2026-03-31
    13F 2,176 shares
    Change vs previous 13F -7,546 shares

    0.01% of the 13F portfolio, value $200,867.

    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: 2,176 shares
    • OneAscent Wealth Management LLC: 0 shares
    • OneAscent Investment Solutions LLC: 0 shares

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

  3. period ended2025-12-31
    13F 9,722 shares
    Change vs previous 13F -2,098 shares

    0.06% of the 13F portfolio, value $886,743.

    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: 3,769 shares
    • OneAscent Wealth Management LLC: 2,640 shares
    • OneAscent Investment Solutions LLC: 3,313 shares

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

  4. period ended2025-09-30
    13F/A 11,820 shares
    Change vs previous 13F +1,530 shares

    0.11% of the 13F portfolio, value $1,274,314.

    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: 3,803 shares
    • OneAscent Wealth Management LLC: 3,749 shares
    • OneAscent Investment Solutions LLC: 4,268 shares

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

  5. period ended2025-06-30
    13F 10,290 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $927,000.

    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: 4,589 shares
    • OneAscent Wealth Management LLC: 2,722 shares
    • OneAscent Investment Solutions LLC: 2,979 shares

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