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Disclosery

OneAscent Financial Services LLC: VZ position timeline

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

OneAscent Financial Services LLC held 34,472 VZ 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 34,472 shares
    Change vs previous 13F -3,348 shares

    0.06% of the 13F portfolio, value $1,459,490.

    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: 18,725 shares
    • OneAscent Investment Solutions LLC: 0 shares
    • OneAscent Family Office, LLC: 15,747 shares

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

  2. period ended2026-03-31
    13F 37,820 shares
    Change vs previous 13F +9,464 shares

    0.09% of the 13F portfolio, value $1,898,540.

    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: 18,920 shares
    • OneAscent Investment Solutions LLC: 4,448 shares
    • OneAscent Family Office, LLC: 14,452 shares

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

  3. period ended2025-12-31
    13F 28,356 shares
    Change vs previous 13F +6,390 shares

    0.09% of the 13F portfolio, value $1,154,901.

    13F-HR 0002055812-26-000001 filed by OneAscent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 12,557 shares
    • OneAscent Family Office, LLC: 15,799 shares

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

  4. period ended2025-09-30
    13F/A 21,966 shares
    Change vs previous 13F -13,372 shares

    0.1% of the 13F portfolio, value $965,386.

    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: 11,540 shares
    • OneAscent Investment Solutions LLC: 0 shares
    • OneAscent Family Office, LLC: 10,426 shares

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

  5. period ended2025-06-30
    13F 35,338 shares
    Change vs previous 13F +10,597 shares

    0.1% of the 13F portfolio, value $1,532,000.

    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: 19,244 shares
    • OneAscent Investment Solutions LLC: 6,053 shares
    • OneAscent Family Office, LLC: 10,041 shares

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

  6. period ended2025-03-31
    13F 24,741 shares
    Change vs previous 13F +1,924 shares

    0.07% of the 13F portfolio, value $1,122,000.

    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: 15,320 shares
    • OneAscent Family Office, LLC: 9,421 shares

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

  7. period ended2024-12-31
    13F 22,817 shares
    Change vs previous 13F +12,076 shares

    0.07% of the 13F portfolio, value $912,000.

    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: 14,587 shares
    • OneAscent Family Office, LLC: 8,230 shares

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

  8. period ended2024-09-30
    13F 10,741 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $482,000.

    13F-HR 0001780985-24-000005 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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