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Disclosery

OneAscent Financial Services LLC: PLTR position timeline

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

OneAscent Financial Services LLC held 15,182 PLTR 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 15,182 shares
    Change vs previous 13F -688 shares

    0.06% of the 13F portfolio, value $1,771,269.

    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: 6,932 shares
    • OneAscent Wealth Management LLC: 2,668 shares
    • OneAscent Investment Solutions LLC: 3,303 shares
    • OneAscent Family Office, LLC: 2,279 shares

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

  2. period ended2026-03-31
    13F 15,870 shares
    Change vs previous 13F +3,575 shares

    0.1% of the 13F portfolio, value $2,321,503.

    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: 7,433 shares
    • OneAscent Wealth Management LLC: 2,589 shares
    • OneAscent Investment Solutions LLC: 3,908 shares
    • OneAscent Family Office, LLC: 1,940 shares

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

  3. period ended2025-12-31
    13F 12,295 shares
    Change vs previous 13F +1,189 shares

    0.13% of the 13F portfolio, value $2,185,363.

    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: 4,969 shares
    • OneAscent Wealth Management LLC: 2,600 shares
    • OneAscent Investment Solutions LLC: 3,281 shares
    • OneAscent Family Office, LLC: 1,445 shares

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

  4. period ended2025-09-30
    13F/A 11,106 shares
    Change vs previous 13F -916 shares

    0.17% of the 13F portfolio, value $2,025,881.

    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: 5,132 shares
    • OneAscent Wealth Management LLC: 2,674 shares
    • OneAscent Investment Solutions LLC: 3,300 shares

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

  5. period ended2025-06-30
    13F 12,022 shares
    Change vs previous 13F -3,873 shares

    0.09% of the 13F portfolio, value $1,624,000.

    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: 7,027 shares
    • OneAscent Wealth Management LLC: 2,659 shares
    • OneAscent Investment Solutions LLC: 2,336 shares

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

  6. period ended2025-03-31
    13F 15,895 shares
    Change vs previous 13F -270 shares

    0.07% of the 13F portfolio, value $1,342,000.

    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: 7,272 shares
    • OneAscent Wealth Management LLC: 4,658 shares
    • OneAscent Investment Solutions LLC: 3,965 shares

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

  7. period ended2024-12-31
    13F 16,165 shares
    Change vs previous 13F -4,782 shares

    0.09% of the 13F portfolio, value $1,223,000.

    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: 9,547 shares
    • OneAscent Wealth Management LLC: 6,618 shares

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

  8. period ended2024-09-30
    13F 20,947 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $779,000.

    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: 10,267 shares
    • OneAscent Wealth Management LLC: 10,680 shares

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