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OneAscent Financial Services LLC: SPLV position timeline

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

OneAscent Financial Services LLC held 8,061 SPLV 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 8,061 shares
    Change vs previous 13F -835 shares

    0.11% of the 13F portfolio, value $603,769.

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

    • OneAscent Wealth Management LLC: 4,325 shares
    • OneAscent Family Office, LLC: 3,736 shares

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

  2. period ended2026-03-31
    13F 8,896 shares
    Change vs previous 13F -604 shares

    0.15% of the 13F portfolio, value $650,653.

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

    • OneAscent Wealth Management LLC: 5,160 shares
    • OneAscent Family Office, LLC: 3,736 shares

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

  3. period ended2025-12-31
    13F 9,500 shares
    Change vs previous 13F -125 shares

    0.15% of the 13F portfolio, value $678,490.

    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: 5,764 shares
    • OneAscent Family Office, LLC: 3,736 shares

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

  4. period ended2025-09-30
    13F 9,625 shares
    Change vs previous 13F -712 shares

    0.17% of the 13F portfolio, value $707,245.

    13F-HR 0001844707-25-000005 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Wealth Management LLC: 5,889 shares
    • OneAscent Family Office, LLC: 3,736 shares

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

  5. period ended2025-06-30
    13F 10,337 shares
    Change vs previous 13F +125 shares

    0.2% of the 13F portfolio, value $753,000.

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

    • OneAscent Wealth Management LLC: 6,601 shares
    • OneAscent Family Office, LLC: 3,736 shares

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

  6. period ended2025-03-31
    13F 10,212 shares
    Change vs previous 13F -916 shares

    0.23% of the 13F portfolio, value $763,000.

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

    • OneAscent Wealth Management LLC: 6,476 shares
    • OneAscent Family Office, LLC: 3,736 shares

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

  7. period ended2024-12-31
    13F 11,128 shares
    Change vs previous 13F +3,736 shares

    0.26% of the 13F portfolio, value $779,000.

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

    • OneAscent Wealth Management LLC: 7,392 shares
    • OneAscent Family Office, LLC: 3,736 shares

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

  8. period ended2024-09-30
    13F 7,392 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $530,000.

    13F-HR 0001844707-24-000001 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).