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OneAscent Financial Services LLC: SPHQ position timeline

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

OneAscent Financial Services LLC held 62,409 SPHQ 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 62,409 shares
    Change vs previous 13F +17,282 shares

    0.21% of the 13F portfolio, value $5,623,032.

    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: 7,006 shares
    • OneAscent Wealth Management LLC: 45,246 shares
    • OneAscent Family Office, LLC: 10,157 shares

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

  2. period ended2026-03-31
    13F 45,127 shares
    Change vs previous 13F -4,002 shares

    0.15% of the 13F portfolio, value $3,393,107.

    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: 3,001 shares
    • OneAscent Wealth Management LLC: 34,342 shares
    • OneAscent Family Office, LLC: 7,784 shares

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

  3. period ended2025-12-31
    13F 49,129 shares
    Change vs previous 13F +223 shares

    0.24% of the 13F portfolio, value $3,687,120.

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

    • OneAscent Financial Services LLC: 3,863 shares
    • OneAscent Wealth Management LLC: 37,771 shares
    • OneAscent Family Office, LLC: 7,495 shares

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

  4. period ended2025-09-30
    13F/A 48,906 shares
    Change vs previous 13F +2,150 shares

    0.29% of the 13F portfolio, value $3,584,317.

    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: 3,580 shares
    • OneAscent Wealth Management LLC: 38,669 shares
    • OneAscent Family Office, LLC: 6,657 shares

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

  5. period ended2025-06-30
    13F 46,756 shares
    Change vs previous 13F +8,091 shares

    0.19% of the 13F portfolio, value $3,332,000.

    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: 3,468 shares
    • OneAscent Wealth Management LLC: 40,331 shares
    • OneAscent Family Office, LLC: 2,957 shares

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

  6. period ended2025-03-31
    13F 38,665 shares
    Change vs previous 13F +4,597 shares

    0.15% of the 13F portfolio, value $2,565,000.

    13F-HR 0001844707-25-000003 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 3,346 shares
    • OneAscent Wealth Management LLC: 35,319 shares

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

  7. period ended2024-12-31
    13F 34,068 shares
    Change vs previous 13F +17,421 shares

    0.16% of the 13F portfolio, value $2,284,000.

    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: 4,237 shares
    • OneAscent Wealth Management LLC: 29,831 shares

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

  8. period ended2024-09-30
    13F 16,647 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,120,000.

    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: 0 shares
    • OneAscent Wealth Management LLC: 16,647 shares

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