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OneAscent Financial Services LLC: QUAL position timeline

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

OneAscent Financial Services LLC held 5,908 QUAL 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 5,908 shares
    Change vs previous 13F +210 shares

    0.06% of the 13F portfolio, value $1,296,296.

    13F-HR 0002055812-26-000003 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 2,600 shares
    • OneAscent Family Office, LLC: 3,308 shares

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

  2. period ended2026-03-31
    13F 5,698 shares
    Change vs previous 13F +59 shares

    0.05% of the 13F portfolio, value $1,092,976.

    13F-HR 0002055812-26-000002 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 2,091 shares
    • OneAscent Family Office, LLC: 3,607 shares

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

  3. period ended2025-12-31
    13F 5,639 shares
    Change vs previous 13F +199 shares

    0.09% of the 13F portfolio, value $1,119,930.

    13F-HR 0002055812-26-000001 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 1,689 shares
    • OneAscent Family Office, LLC: 3,950 shares

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

  4. period ended2025-09-30
    13F/A 5,440 shares
    Change vs previous 13F -2,861 shares

    0.11% of the 13F portfolio, value $1,058,081.

    13F-HR 0002055812-25-000005 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 1,501 shares
    • OneAscent Family Office, LLC: 3,939 shares

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

  5. period ended2025-06-30
    13F 8,301 shares
    Change vs previous 13F -671 shares

    0.1% of the 13F portfolio, value $1,519,000.

    13F-HR 0002055812-25-000004 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 3,106 shares
    • OneAscent Family Office, LLC: 5,195 shares

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

  6. period ended2025-03-31
    13F 8,972 shares
    Change vs previous 13F +1,219 shares

    0.09% of the 13F portfolio, value $1,536,000.

    13F-HR 0002055812-25-000003 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 3,651 shares
    • OneAscent Family Office, LLC: 5,321 shares

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

  7. period ended2024-12-31
    13F 7,753 shares
    Change vs previous 13F +3,017 shares

    0.12% of the 13F portfolio, value $1,381,000.

    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: 7,753 shares
    • OneAscent Wealth Management LLC: 0 shares

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

  8. period ended2024-09-30
    13F 4,736 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $849,000.

    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: 4,736 shares

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