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OneAscent Financial Services LLC: TSLA position timeline

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

OneAscent Financial Services LLC held 23,770 TSLA 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 23,770 shares
    Change vs previous 13F +3,405 shares

    0.38% of the 13F portfolio, value $9,997,691.

    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: 18,418 shares
    • OneAscent Wealth Management LLC: 1,271 shares
    • OneAscent Family Office, LLC: 4,081 shares

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

  2. period ended2026-03-31
    13F 20,365 shares
    Change vs previous 13F +2,578 shares

    0.33% of the 13F portfolio, value $7,570,587.

    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: 15,375 shares
    • OneAscent Wealth Management LLC: 1,174 shares
    • OneAscent Family Office, LLC: 3,816 shares

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

  3. period ended2025-12-31
    13F 17,787 shares
    Change vs previous 13F +2,726 shares

    0.52% of the 13F portfolio, value $7,999,143.

    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: 12,993 shares
    • OneAscent Wealth Management LLC: 1,195 shares
    • OneAscent Family Office, LLC: 3,599 shares

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

  4. period ended2025-09-30
    13F/A 15,061 shares
    Change vs previous 13F -4,793 shares

    0.54% of the 13F portfolio, value $6,698,024.

    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: 10,943 shares
    • OneAscent Wealth Management LLC: 1,044 shares
    • OneAscent Family Office, LLC: 3,074 shares

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

  5. period ended2025-06-30
    13F 19,854 shares
    Change vs previous 13F +4,661 shares

    0.35% of the 13F portfolio, value $6,227,000.

    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: 15,094 shares
    • OneAscent Wealth Management LLC: 1,612 shares
    • OneAscent Investment Solutions LLC: 0 shares
    • OneAscent Family Office, LLC: 3,148 shares

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

  6. period ended2025-03-31
    13F 15,193 shares
    Change vs previous 13F +5,152 shares

    0.2% of the 13F portfolio, value $3,991,000.

    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: 9,071 shares
    • OneAscent Wealth Management LLC: 1,345 shares
    • OneAscent Investment Solutions LLC: 1,279 shares
    • OneAscent Family Office, LLC: 3,498 shares

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

  7. period ended2024-12-31
    13F 10,041 shares
    Change vs previous 13F +1,044 shares

    0.29% of the 13F portfolio, value $4,055,000.

    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: 8,181 shares
    • OneAscent Wealth Management LLC: 1,860 shares

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

  8. period ended2024-09-30
    13F 8,997 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,353,000.

    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: 5,322 shares
    • OneAscent Wealth Management LLC: 3,675 shares

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