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Disclosery

OneAscent Financial Services LLC: SMA position timeline

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

OneAscent Financial Services LLC held 10,103 SMA 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 10,103 shares
    Change vs previous 13F -2,445 shares

    0.1% of the 13F portfolio, value $328,348.

    13F-HR 0001844707-26-000003 filed by OneAscent Wealth Management 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 12,548 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $379,953.

    13F-HR 0001844707-26-000002 filed by OneAscent Wealth Management 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 12,548 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $388,235.

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

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