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Disclosery

OneAscent Financial Services LLC: OWNS position timeline

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

OneAscent Financial Services LLC held 698,447 OWNS 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 698,447 shares
    Change vs previous 13F +90,957 shares

    0.46% of the 13F portfolio, value $12,065,674.

    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: 540,765 shares
    • OneAscent Wealth Management LLC: 147,202 shares
    • OneAscent Family Office, LLC: 10,480 shares

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

  2. period ended2026-03-31
    13F 607,490 shares
    Change vs previous 13F +100,100 shares

    0.49% of the 13F portfolio, value $10,533,883.

    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: 502,515 shares
    • OneAscent Wealth Management LLC: 104,975 shares

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

  3. period ended2025-12-31
    13F 507,390 shares
    Change vs previous 13F +301,230 shares

    0.64% of the 13F portfolio, value $8,859,034.

    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: 416,248 shares
    • OneAscent Wealth Management LLC: 91,142 shares

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

  4. period ended2025-09-30
    13F/A 206,160 shares
    Change vs previous 13F -105,480 shares

    0.32% of the 13F portfolio, value $3,585,119.

    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: 134,588 shares
    • OneAscent Wealth Management LLC: 71,572 shares
    • OneAscent Family Office, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 311,640 shares
    Change vs previous 13F +28,496 shares

    0.3% of the 13F portfolio, value $5,337,000.

    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: 264,932 shares
    • OneAscent Wealth Management LLC: 35,578 shares
    • OneAscent Family Office, LLC: 11,130 shares

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

  6. period ended2025-03-31
    13F 283,144 shares
    Change vs previous 13F +17,141 shares

    0.28% of the 13F portfolio, value $4,868,000.

    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: 269,160 shares
    • OneAscent Wealth Management LLC: 13,984 shares

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

  7. period ended2024-12-31
    13F 266,003 shares
    Change vs previous 13F +243,188 shares

    0.32% of the 13F portfolio, value $4,493,000.

    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: 246,125 shares
    • OneAscent Wealth Management LLC: 19,878 shares

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

  8. period ended2024-09-30
    13F 22,815 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $401,000.

    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: 22,815 shares

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