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Disclosery

OneAscent Financial Services LLC: PLD position timeline

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

OneAscent Financial Services LLC held 25,403 PLD 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 25,403 shares
    Change vs previous 13F -908 shares

    0.13% of the 13F portfolio, value $3,441,353.

    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: 18,087 shares
    • OneAscent Wealth Management LLC: 1,771 shares
    • OneAscent Investment Solutions LLC: 3,387 shares
    • OneAscent Family Office, LLC: 2,158 shares

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

  2. period ended2026-03-31
    13F 26,311 shares
    Change vs previous 13F +2,988 shares

    0.15% of the 13F portfolio, value $3,477,800.

    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: 18,915 shares
    • OneAscent Wealth Management LLC: 1,874 shares
    • OneAscent Investment Solutions LLC: 3,626 shares
    • OneAscent Family Office, LLC: 1,896 shares

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

  3. period ended2025-12-31
    13F 23,323 shares
    Change vs previous 13F +3,438 shares

    0.18% of the 13F portfolio, value $2,977,413.

    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: 15,731 shares
    • OneAscent Wealth Management LLC: 2,025 shares
    • OneAscent Investment Solutions LLC: 3,701 shares
    • OneAscent Family Office, LLC: 1,866 shares

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

  4. period ended2025-09-30
    13F/A 19,885 shares
    Change vs previous 13F +3,183 shares

    0.19% of the 13F portfolio, value $2,277,231.

    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: 14,893 shares
    • OneAscent Wealth Management LLC: 2,053 shares
    • OneAscent Investment Solutions LLC: 2,939 shares

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

  5. period ended2025-06-30
    13F 16,702 shares
    Change vs previous 13F +12,367 shares

    0.12% of the 13F portfolio, value $1,762,000.

    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: 14,653 shares
    • OneAscent Investment Solutions LLC: 2,049 shares

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

  6. period ended2025-03-31
    13F 4,335 shares
    Change vs previous 13F -176 shares

    0.03% of the 13F portfolio, value $483,000.

    13F-HR 0001780985-25-000003 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).

  7. period ended2024-12-31
    13F 4,511 shares
    Change vs previous 13F +4,511 shares

    0.04% of the 13F portfolio, value $477,000.

    13F-HR 0001780985-25-000001 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).

  8. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.