Skip to content
Disclosery

OneAscent Financial Services LLC: SPGI position timeline

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

OneAscent Financial Services LLC held 563 SPGI 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 563 shares
    Change vs previous 13F -1,219 shares

    0.12% of the 13F portfolio, value $229,426.

    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: 0 shares
    • OneAscent Investment Solutions LLC: 0 shares
    • OneAscent Family Office, LLC: 563 shares

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

  2. period ended2026-03-31
    13F 1,782 shares
    Change vs previous 13F -317 shares

    0.04% of the 13F portfolio, value $758,211.

    13F-HR 0001974438-26-000003 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 586 shares
    • OneAscent Investment Solutions LLC: 637 shares
    • OneAscent Family Office, LLC: 559 shares

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

  3. period ended2025-12-31
    13F 2,099 shares
    Change vs previous 13F +767 shares

    0.08% of the 13F portfolio, value $1,097,128.

    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: 1,057 shares
    • OneAscent Investment Solutions LLC: 472 shares
    • OneAscent Family Office, LLC: 570 shares

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

  4. period ended2025-09-30
    13F/A 1,332 shares
    Change vs previous 13F -584 shares

    0.07% of the 13F portfolio, value $648,115.

    13F-HR/A 0001780985-25-000006 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 860 shares
    • OneAscent Investment Solutions LLC: 472 shares
    • OneAscent Family Office, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 1,916 shares
    Change vs previous 13F -104 shares

    0.06% of the 13F portfolio, value $1,011,000.

    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: 1,038 shares
    • OneAscent Investment Solutions LLC: 473 shares
    • OneAscent Family Office, LLC: 405 shares

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

  6. period ended2025-03-31
    13F 2,020 shares
    Change vs previous 13F +1,523 shares

    0.06% of the 13F portfolio, value $1,027,000.

    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: 1,125 shares
    • OneAscent Investment Solutions LLC: 470 shares
    • OneAscent Family Office, LLC: 425 shares

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

  7. period ended2024-12-31
    13F 497 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $247,000.

    13F-HR 0001780985-25-000001 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).