OneAscent Financial Services LLC: TSM position timeline

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

OneAscent Financial Services LLC held 22,077 TSM 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 22,077 shares
Change vs previous 13F +5,644 shares
0.44% of the 13F portfolio, value $10,543,466.
13F-HR 0002055812-26-000003 filed by OneAscent Family Office, 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: 5,269 shares
- OneAscent Investment Solutions LLC: 8,025 shares
- OneAscent Family Office, LLC: 8,783 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 16,433 shares
Change vs previous 13F +4,147 shares
0.27% of the 13F portfolio, value $5,553,511.
13F-HR 0002055812-26-000002 filed by OneAscent Family Office, LLC
Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- OneAscent Financial Services LLC: 5,134 shares
- OneAscent Investment Solutions LLC: 4,821 shares
- OneAscent Family Office, LLC: 6,478 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 12,286 shares
Change vs previous 13F +3,198 shares
0.28% of the 13F portfolio, value $3,733,508.
13F-HR 0002055812-26-000001 filed by OneAscent Family Office, LLC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- OneAscent Financial Services LLC: 1,708 shares
- OneAscent Investment Solutions LLC: 4,202 shares
- OneAscent Family Office, LLC: 6,376 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F/A 9,088 shares
Change vs previous 13F -4,350 shares
0.25% of the 13F portfolio, value $2,538,287.
13F-HR 0001974438-25-000005 filed by OneAscent Investment Solutions LLC
Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- OneAscent Financial Services LLC: 1,160 shares
- OneAscent Investment Solutions LLC: 4,255 shares
- OneAscent Family Office, LLC: 3,673 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 13,438 shares
Change vs previous 13F -2,736 shares
0.19% of the 13F portfolio, value $3,040,000.
13F-HR 0001974438-25-000004 filed by OneAscent Investment Solutions LLC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- OneAscent Financial Services LLC: 4,157 shares
- OneAscent Investment Solutions LLC: 5,339 shares
- OneAscent Family Office, LLC: 3,942 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 16,174 shares
Change vs previous 13F +9,865 shares
0.16% of the 13F portfolio, value $2,705,000.
13F-HR 0001780985-25-000003 filed by OneAscent Financial Services LLC
Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- OneAscent Financial Services LLC: 8,022 shares
- OneAscent Investment Solutions LLC: 5,746 shares
- OneAscent Family Office, LLC: 2,406 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 6,309 shares
Change vs previous 13F +2,403 shares
0.1% of the 13F portfolio, value $1,246,000.
13F-HR 0001780985-25-000001 filed by OneAscent Financial Services LLC
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- OneAscent Financial Services LLC: 4,000 shares
- OneAscent Family Office, LLC: 2,309 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 3,906 shares
Change vs previous 13F not available
0.49% of the 13F portfolio, value $681,000.
13F-HR 0001780985-24-000005 filed by OneAscent Financial Services LLC
Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).