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Disclosery

OneAscent Financial Services LLC: VRSK position timeline

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

OneAscent Financial Services LLC held 0 VRSK shares at 2025-12-31 per its 13F-HR filed 2026-02-11.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -3,069 shares

    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: 0 shares
    • OneAscent Wealth Management LLC: 0 shares
    • OneAscent Investment Solutions LLC: 0 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F/A 3,069 shares
    Change vs previous 13F -855 shares

    0.06% of the 13F portfolio, value $771,794.

    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: 878 shares
    • OneAscent Wealth Management LLC: 888 shares
    • OneAscent Investment Solutions LLC: 1,303 shares

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

  3. period ended2025-06-30
    13F 3,924 shares
    Change vs previous 13F +390 shares

    0.07% of the 13F portfolio, value $1,223,000.

    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: 1,382 shares
    • OneAscent Wealth Management LLC: 850 shares
    • OneAscent Investment Solutions LLC: 1,692 shares

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

  4. period ended2025-03-31
    13F 3,534 shares
    Change vs previous 13F +1,286 shares

    0.06% of the 13F portfolio, value $1,052,000.

    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: 1,253 shares
    • OneAscent Wealth Management LLC: 691 shares
    • OneAscent Investment Solutions LLC: 1,590 shares

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

  5. period ended2024-12-31
    13F 2,248 shares
    Change vs previous 13F +158 shares

    0.04% of the 13F portfolio, value $620,000.

    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: 1,487 shares
    • OneAscent Wealth Management LLC: 761 shares

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

  6. period ended2024-09-30
    13F 2,090 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $560,000.

    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: 1,080 shares
    • OneAscent Wealth Management LLC: 1,010 shares

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