OneAscent Financial Services LLC: TER position timeline

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

OneAscent Financial Services LLC held 2,536 TER shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

period ended2026-06-30
13F 2,536 shares
Change vs previous 13F +780 shares
0.04% of the 13F portfolio, value $1,227,115.
13F-HR 0001974438-26-000004 filed by OneAscent Investment Solutions LLC
Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- OneAscent Financial Services LLC: 442 shares
- OneAscent Wealth Management LLC: 437 shares
- OneAscent Investment Solutions LLC: 953 shares
- OneAscent Family Office, LLC: 704 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,756 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $520,615.
13F-HR 0001974438-26-000003 filed by OneAscent Investment Solutions LLC
Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- OneAscent Financial Services LLC: 694 shares
- OneAscent Investment Solutions LLC: 1,062 shares
Acceptance time not in the bulk data set (spec §4.2).