Skip to content

OneAscent Financial Services LLC: SEEM position timeline

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

OneAscent Financial Services LLC held 14,868 SEEM 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 14,868 shares
    Change vs previous 13F +47 shares

    0.03% of the 13F portfolio, value $596,168.

    13F-HR 0001780985-26-000003 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).

  2. period ended2026-03-31
    13F 14,821 shares
    Change vs previous 13F -1,505 shares

    0.03% of the 13F portfolio, value $485,346.

    13F-HR 0001780985-26-000002 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).

  3. period ended2025-12-31
    13F 16,326 shares
    Change vs previous 13F +124 shares

    0.05% of the 13F portfolio, value $508,152.

    13F-HR 0001780985-26-000001 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).

  4. period ended2025-09-30
    13F/A 16,202 shares
    Change vs previous 13F -8,945 shares

    0.06% of the 13F portfolio, value $489,618.

    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).

  5. period ended2025-06-30
    13F 25,147 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $692,000.

    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).