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OneAscent Financial Services LLC: TT position timeline

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

OneAscent Financial Services LLC held 5,238 TT 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 5,238 shares
    Change vs previous 13F -963 shares

    0.09% of the 13F portfolio, value $2,572,570.

    13F-HR 0001974438-26-000004 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 1,080 shares
    • OneAscent Wealth Management LLC: 1,179 shares
    • OneAscent Investment Solutions LLC: 1,789 shares
    • OneAscent Family Office, LLC: 1,190 shares

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

  2. period ended2026-03-31
    13F 6,201 shares
    Change vs previous 13F +220 shares

    0.11% of the 13F portfolio, value $2,583,987.

    13F-HR 0001974438-26-000003 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 1,876 shares
    • OneAscent Wealth Management LLC: 1,236 shares
    • OneAscent Investment Solutions LLC: 2,123 shares
    • OneAscent Family Office, LLC: 966 shares

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

  3. period ended2025-12-31
    13F 5,981 shares
    Change vs previous 13F -145 shares

    0.14% of the 13F portfolio, value $2,327,611.

    13F-HR 0001974438-26-000002 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 1,451 shares
    • OneAscent Wealth Management LLC: 1,281 shares
    • OneAscent Investment Solutions LLC: 2,099 shares
    • OneAscent Family Office, LLC: 1,150 shares

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

  4. period ended2025-09-30
    13F/A 6,126 shares
    Change vs previous 13F -1,236 shares

    0.19% of the 13F portfolio, value $2,584,716.

    13F-HR 0001974438-25-000005 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 839 shares
    • OneAscent Wealth Management LLC: 1,627 shares
    • OneAscent Investment Solutions LLC: 2,523 shares
    • OneAscent Family Office, LLC: 1,137 shares

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

  5. period ended2025-06-30
    13F 7,362 shares
    Change vs previous 13F -131 shares

    0.17% of the 13F portfolio, value $3,216,000.

    13F-HR 0001974438-25-000004 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 2,023 shares
    • OneAscent Wealth Management LLC: 1,603 shares
    • OneAscent Investment Solutions LLC: 2,560 shares
    • OneAscent Family Office, LLC: 1,176 shares

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

  6. period ended2025-03-31
    13F 7,493 shares
    Change vs previous 13F +2,096 shares

    0.13% of the 13F portfolio, value $2,530,000.

    13F-HR 0001974438-25-000003 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 2,151 shares
    • OneAscent Wealth Management LLC: 1,374 shares
    • OneAscent Investment Solutions LLC: 3,070 shares
    • OneAscent Family Office, LLC: 898 shares

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

  7. period ended2024-12-31
    13F 5,397 shares
    Change vs previous 13F +901 shares

    0.14% of the 13F portfolio, value $1,993,000.

    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: 2,567 shares
    • OneAscent Wealth Management LLC: 1,700 shares
    • OneAscent Family Office, LLC: 1,130 shares

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

  8. period ended2024-09-30
    13F 4,496 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,747,000.

    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: 2,262 shares
    • OneAscent Wealth Management LLC: 2,234 shares

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