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OneAscent Financial Services LLC: VOO position timeline

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

OneAscent Financial Services LLC held 182,345 VOO 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 182,345 shares
    Change vs previous 13F -2,761 shares

    4.77% of the 13F portfolio, value $125,235,871.

    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: 167,582 shares
    • OneAscent Wealth Management LLC: 2,332 shares
    • OneAscent Family Office, LLC: 12,431 shares

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

  2. period ended2026-03-31
    13F 185,106 shares
    Change vs previous 13F +154,423 shares

    4.83% of the 13F portfolio, value $110,611,174.

    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: 179,503 shares
    • OneAscent Wealth Management LLC: 2,453 shares
    • OneAscent Family Office, LLC: 3,150 shares

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

  3. period ended2025-12-31
    13F 30,683 shares
    Change vs previous 13F +2,925 shares

    1.25% of the 13F portfolio, value $19,242,120.

    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: 24,836 shares
    • OneAscent Wealth Management LLC: 2,708 shares
    • OneAscent Family Office, LLC: 3,139 shares

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

  4. period ended2025-09-30
    13F/A 27,758 shares
    Change vs previous 13F -106,170 shares

    1.38% of the 13F portfolio, value $16,998,219.

    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: 22,851 shares
    • OneAscent Wealth Management LLC: 2,768 shares
    • OneAscent Family Office, LLC: 2,139 shares

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

  5. period ended2025-06-30
    13F 133,928 shares
    Change vs previous 13F -112,564 shares

    4.29% of the 13F portfolio, value $76,250,000.

    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: 129,468 shares
    • OneAscent Wealth Management LLC: 2,722 shares
    • OneAscent Family Office, LLC: 1,738 shares

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

  6. period ended2025-03-31
    13F 246,492 shares
    Change vs previous 13F +116,843 shares

    6.79% of the 13F portfolio, value $127,084,000.

    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: 242,032 shares
    • OneAscent Wealth Management LLC: 3,125 shares
    • OneAscent Family Office, LLC: 1,335 shares

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

  7. period ended2024-12-31
    13F 129,649 shares
    Change vs previous 13F +126,116 shares

    4.92% of the 13F portfolio, value $69,856,000.

    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: 126,361 shares
    • OneAscent Wealth Management LLC: 3,288 shares

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

  8. period ended2024-09-30
    13F 3,533 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,870,000.

    13F-HR 0001844707-24-000001 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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