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OneAscent Financial Services LLC: STE position timeline

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

OneAscent Financial Services LLC held 4,920 STE 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 4,920 shares
    Change vs previous 13F -1,603 shares

    0.16% of the 13F portfolio, value $1,036,004.

    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 Wealth Management LLC: 991 shares
    • OneAscent Investment Solutions LLC: 1,806 shares
    • OneAscent Family Office, LLC: 2,123 shares

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

  2. period ended2026-03-31
    13F 6,523 shares
    Change vs previous 13F +143 shares

    0.06% of the 13F portfolio, value $1,442,414.

    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: 1,174 shares
    • OneAscent Wealth Management LLC: 1,033 shares
    • OneAscent Investment Solutions LLC: 2,460 shares
    • OneAscent Family Office, LLC: 1,856 shares

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

  3. period ended2025-12-31
    13F 6,380 shares
    Change vs previous 13F +840 shares

    0.1% of the 13F portfolio, value $1,617,458.

    13F-HR 0001974438-26-000002 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 1,002 shares
    • OneAscent Wealth Management LLC: 1,085 shares
    • OneAscent Investment Solutions LLC: 2,276 shares
    • OneAscent Family Office, LLC: 2,017 shares

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

  4. period ended2025-09-30
    13F/A 5,540 shares
    Change vs previous 13F -1,670 shares

    0.27% of the 13F portfolio, value $1,370,817.

    13F-HR 0001974438-25-000005 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 0 shares
    • OneAscent Wealth Management LLC: 1,376 shares
    • OneAscent Investment Solutions LLC: 2,162 shares
    • OneAscent Family Office, LLC: 2,002 shares

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

  5. period ended2025-06-30
    13F 7,210 shares
    Change vs previous 13F -403 shares

    0.09% of the 13F portfolio, value $1,734,000.

    13F-HR 0001974438-25-000004 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 1,306 shares
    • OneAscent Wealth Management LLC: 1,348 shares
    • OneAscent Investment Solutions LLC: 2,516 shares
    • OneAscent Family Office, LLC: 2,040 shares

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

  6. period ended2025-03-31
    13F 7,613 shares
    Change vs previous 13F +4,246 shares

    0.09% of the 13F portfolio, value $1,724,000.

    13F-HR 0001974438-25-000003 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 1,598 shares
    • OneAscent Wealth Management LLC: 1,254 shares
    • OneAscent Investment Solutions LLC: 2,970 shares
    • OneAscent Family Office, LLC: 1,791 shares

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

  7. period ended2024-12-31
    13F 3,367 shares
    Change vs previous 13F -1,447 shares

    0.05% of the 13F portfolio, value $692,000.

    13F-HR 0001780985-25-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 2,001 shares
    • OneAscent Wealth Management LLC: 1,366 shares

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

  8. period ended2024-09-30
    13F 4,814 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,168,000.

    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: 1,958 shares
    • OneAscent Wealth Management LLC: 2,856 shares

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