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OneAscent Financial Services LLC: T position timeline

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

OneAscent Financial Services LLC held 105,078 T 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 105,078 shares
    Change vs previous 13F +1,447 shares

    0.08% of the 13F portfolio, value $2,175,117.

    13F-HR 0001780985-26-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 44,941 shares
    • OneAscent Wealth Management LLC: 26,883 shares
    • OneAscent Investment Solutions LLC: 19,079 shares
    • OneAscent Family Office, LLC: 14,175 shares

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

  2. period ended2026-03-31
    13F 103,631 shares
    Change vs previous 13F +4,305 shares

    0.13% of the 13F portfolio, value $3,004,260.

    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: 44,389 shares
    • OneAscent Wealth Management LLC: 27,331 shares
    • OneAscent Investment Solutions LLC: 17,874 shares
    • OneAscent Family Office, LLC: 14,037 shares

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

  3. period ended2025-12-31
    13F 99,326 shares
    Change vs previous 13F +11,242 shares

    0.15% of the 13F portfolio, value $2,467,255.

    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: 39,840 shares
    • OneAscent Wealth Management LLC: 27,420 shares
    • OneAscent Investment Solutions LLC: 17,394 shares
    • OneAscent Family Office, LLC: 14,672 shares

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

  4. period ended2025-09-30
    13F/A 88,084 shares
    Change vs previous 13F -16,111 shares

    0.19% of the 13F portfolio, value $2,487,489.

    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: 31,563 shares
    • OneAscent Wealth Management LLC: 27,950 shares
    • OneAscent Investment Solutions LLC: 17,296 shares
    • OneAscent Family Office, LLC: 11,275 shares

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

  5. period ended2025-06-30
    13F 104,195 shares
    Change vs previous 13F +10,089 shares

    0.16% of the 13F portfolio, value $3,014,000.

    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: 46,279 shares
    • OneAscent Wealth Management LLC: 27,847 shares
    • OneAscent Investment Solutions LLC: 18,760 shares
    • OneAscent Family Office, LLC: 11,309 shares

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

  6. period ended2025-03-31
    13F 94,106 shares
    Change vs previous 13F +11,867 shares

    0.14% of the 13F portfolio, value $2,666,000.

    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: 40,999 shares
    • OneAscent Wealth Management LLC: 26,136 shares
    • OneAscent Investment Solutions LLC: 15,473 shares
    • OneAscent Family Office, LLC: 11,498 shares

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

  7. period ended2024-12-31
    13F 82,239 shares
    Change vs previous 13F +16,181 shares

    0.13% of the 13F portfolio, value $1,873,000.

    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: 44,569 shares
    • OneAscent Wealth Management LLC: 27,435 shares
    • OneAscent Family Office, LLC: 10,235 shares

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

  8. period ended2024-09-30
    13F 66,058 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,453,000.

    13F-HR 0001780985-24-000005 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 38,819 shares
    • OneAscent Wealth Management LLC: 27,239 shares

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