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OneAscent Financial Services LLC: SOVF position timeline

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

OneAscent Financial Services LLC held 249,313 SOVF 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 249,313 shares
    Change vs previous 13F +34,937 shares

    0.28% of the 13F portfolio, value $7,408,509.

    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: 165,617 shares
    • OneAscent Wealth Management LLC: 74,059 shares
    • OneAscent Family Office, LLC: 9,637 shares

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

  2. period ended2026-03-31
    13F 214,376 shares
    Change vs previous 13F +14,798 shares

    0.25% of the 13F portfolio, value $5,747,415.

    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: 142,462 shares
    • OneAscent Wealth Management LLC: 63,895 shares
    • OneAscent Family Office, LLC: 8,019 shares

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

  3. period ended2025-12-31
    13F 199,578 shares
    Change vs previous 13F +75,624 shares

    0.38% of the 13F portfolio, value $5,823,679.

    13F-HR 0001780985-26-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 127,451 shares
    • OneAscent Wealth Management LLC: 63,701 shares
    • OneAscent Family Office, LLC: 8,426 shares

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

  4. period ended2025-09-30
    13F/A 123,954 shares
    Change vs previous 13F -27,762 shares

    0.3% of the 13F portfolio, value $3,753,769.

    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: 53,532 shares
    • OneAscent Wealth Management LLC: 63,718 shares
    • OneAscent Family Office, LLC: 6,704 shares

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

  5. period ended2025-06-30
    13F 151,716 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $4,584,000.

    13F-HR 0001780985-25-000004 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 75,071 shares
    • OneAscent Wealth Management LLC: 69,183 shares
    • OneAscent Family Office, LLC: 7,462 shares

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