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Disclosery

OneAscent Financial Services LLC: PNC position timeline

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

OneAscent Financial Services LLC held 3,680 PNC 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 3,680 shares
    Change vs previous 13F +104 shares

    0.04% of the 13F portfolio, value $906,244.

    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: 2,458 shares
    • OneAscent Family Office, LLC: 1,222 shares

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

  2. period ended2026-03-31
    13F 3,576 shares
    Change vs previous 13F +3,576 shares

    0.04% of the 13F portfolio, value $744,151.

    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: 2,558 shares
    • OneAscent Family Office, LLC: 1,018 shares

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

  3. period ended2025-09-30
    13F/A 0 shares
    Change vs previous 13F -2,067 shares

    13F-HR/A 0001780985-25-000006 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.

  4. period ended2025-06-30
    13F 2,067 shares
    Change vs previous 13F -2,137 shares

    0.03% of the 13F portfolio, value $397,000.

    13F-HR 0001780985-25-000004 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).

  5. period ended2025-03-31
    13F 4,204 shares
    Change vs previous 13F +2,495 shares

    0.05% of the 13F portfolio, value $734,000.

    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).

  6. period ended2024-12-31
    13F 1,709 shares
    Change vs previous 13F -82 shares

    0.03% of the 13F portfolio, value $330,000.

    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).

  7. period ended2024-09-30
    13F 1,791 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $331,000.

    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).