Skip to content
Disclosery

OneAscent Financial Services LLC: SHW position timeline

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

OneAscent Financial Services LLC held 5,600 SHW 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 5,600 shares
    Change vs previous 13F +642 shares

    0.07% of the 13F portfolio, value $1,928,335.

    13F-HR 0001844707-26-000003 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 1,708 shares
    • OneAscent Wealth Management LLC: 2,237 shares
    • OneAscent Investment Solutions LLC: 790 shares
    • OneAscent Family Office, LLC: 865 shares

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

  2. period ended2026-03-31
    13F 4,958 shares
    Change vs previous 13F +973 shares

    0.07% of the 13F portfolio, value $1,589,256.

    13F-HR 0001844707-26-000002 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 1,812 shares
    • OneAscent Wealth Management LLC: 2,232 shares
    • OneAscent Investment Solutions LLC: 914 shares

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

  3. period ended2025-12-31
    13F 3,985 shares
    Change vs previous 13F -1,369 shares

    0.33% of the 13F portfolio, value $1,291,259.

    13F-HR 0001844707-26-000001 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Wealth Management LLC: 2,972 shares
    • OneAscent Investment Solutions LLC: 1,013 shares
    • OneAscent Family Office, LLC: 0 shares

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

  4. period ended2025-09-30
    13F/A 5,354 shares
    Change vs previous 13F -2,372 shares

    0.36% of the 13F portfolio, value $1,853,703.

    13F-HR 0001844707-25-000005 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: 3,376 shares
    • OneAscent Investment Solutions LLC: 1,271 shares
    • OneAscent Family Office, LLC: 707 shares

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

  5. period ended2025-06-30
    13F 7,726 shares
    Change vs previous 13F +153 shares

    0.14% of the 13F portfolio, value $2,673,000.

    13F-HR 0001844707-25-000004 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 2,094 shares
    • OneAscent Wealth Management LLC: 3,387 shares
    • OneAscent Investment Solutions LLC: 1,523 shares
    • OneAscent Family Office, LLC: 722 shares

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

  6. period ended2025-03-31
    13F 7,573 shares
    Change vs previous 13F +1,798 shares

    0.14% of the 13F portfolio, value $2,648,000.

    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: 4,432 shares
    • OneAscent Wealth Management LLC: 1,470 shares
    • OneAscent Investment Solutions LLC: 1,671 shares

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

  7. period ended2024-12-31
    13F 5,775 shares
    Change vs previous 13F -207 shares

    0.14% of the 13F portfolio, value $1,963,000.

    13F-HR 0001844707-25-000001 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 2,377 shares
    • OneAscent Wealth Management LLC: 3,398 shares

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

  8. period ended2024-09-30
    13F 5,982 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $2,283,000.

    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: 2,384 shares
    • OneAscent Wealth Management LLC: 3,598 shares

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