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Disclosery

OneAscent Financial Services LLC: SYK position timeline

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

OneAscent Financial Services LLC held 2,232 SYK 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 2,232 shares
    Change vs previous 13F -172 shares

    0.03% of the 13F portfolio, value $702,862.

    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: 899 shares
    • OneAscent Family Office, LLC: 1,333 shares

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

  2. period ended2026-03-31
    13F 2,404 shares
    Change vs previous 13F +142 shares

    0.04% of the 13F portfolio, value $789,899.

    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: 1,296 shares
    • OneAscent Family Office, LLC: 1,108 shares

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

  3. period ended2025-12-31
    13F 2,262 shares
    Change vs previous 13F +339 shares

    0.06% of the 13F portfolio, value $795,087.

    13F-HR 0002055812-26-000001 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 1,016 shares
    • OneAscent Family Office, LLC: 1,246 shares

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

  4. period ended2025-09-30
    13F/A 1,923 shares
    Change vs previous 13F -530 shares

    0.08% of the 13F portfolio, value $710,967.

    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: 975 shares
    • OneAscent Family Office, LLC: 948 shares

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

  5. period ended2025-06-30
    13F 2,453 shares
    Change vs previous 13F -2,207 shares

    0.06% of the 13F portfolio, value $972,000.

    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: 1,483 shares
    • OneAscent Family Office, LLC: 970 shares

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

  6. period ended2025-03-31
    13F 4,660 shares
    Change vs previous 13F +3,340 shares

    0.11% of the 13F portfolio, value $1,738,000.

    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: 2,752 shares
    • OneAscent Family Office, LLC: 1,908 shares

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

  7. period ended2024-12-31
    13F 1,320 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $475,000.

    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).