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OneAscent Financial Services LLC: V position timeline

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

OneAscent Financial Services LLC held 14,706 V 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 14,706 shares
    Change vs previous 13F -1 shares

    0.18% of the 13F portfolio, value $5,045,381.

    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: 6,631 shares
    • OneAscent Wealth Management LLC: 2,434 shares
    • OneAscent Investment Solutions LLC: 2,490 shares
    • OneAscent Family Office, LLC: 3,151 shares

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

  2. period ended2026-03-31
    13F 14,707 shares
    Change vs previous 13F +2,139 shares

    0.19% of the 13F portfolio, value $4,444,782.

    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: 7,075 shares
    • OneAscent Wealth Management LLC: 2,396 shares
    • OneAscent Investment Solutions LLC: 2,584 shares
    • OneAscent Family Office, LLC: 2,652 shares

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

  3. period ended2025-12-31
    13F 12,568 shares
    Change vs previous 13F +897 shares

    0.27% of the 13F portfolio, value $4,407,819.

    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: 5,242 shares
    • OneAscent Wealth Management LLC: 2,404 shares
    • OneAscent Investment Solutions LLC: 2,449 shares
    • OneAscent Family Office, LLC: 2,473 shares

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

  4. period ended2025-09-30
    13F/A 11,671 shares
    Change vs previous 13F -3,012 shares

    0.3% of the 13F portfolio, value $3,984,115.

    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: 4,766 shares
    • OneAscent Wealth Management LLC: 2,456 shares
    • OneAscent Investment Solutions LLC: 2,439 shares
    • OneAscent Family Office, LLC: 2,010 shares

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

  5. period ended2025-06-30
    13F 14,683 shares
    Change vs previous 13F +274 shares

    0.28% of the 13F portfolio, value $5,215,000.

    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: 7,840 shares
    • OneAscent Wealth Management LLC: 2,507 shares
    • OneAscent Investment Solutions LLC: 2,278 shares
    • OneAscent Family Office, LLC: 2,058 shares

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

  6. period ended2025-03-31
    13F 14,409 shares
    Change vs previous 13F +2,723 shares

    0.26% of the 13F portfolio, value $5,033,000.

    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: 8,554 shares
    • OneAscent Wealth Management LLC: 1,849 shares
    • OneAscent Investment Solutions LLC: 2,045 shares
    • OneAscent Family Office, LLC: 1,961 shares

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

  7. period ended2024-12-31
    13F 11,686 shares
    Change vs previous 13F +4,388 shares

    0.25% of the 13F portfolio, value $3,694,000.

    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: 8,005 shares
    • OneAscent Wealth Management LLC: 2,223 shares
    • OneAscent Family Office, LLC: 1,458 shares

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

  8. period ended2024-09-30
    13F 7,298 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $2,006,000.

    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: 5,308 shares
    • OneAscent Wealth Management LLC: 1,990 shares

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