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Disclosery

OneAscent Financial Services LLC: WDAY position timeline

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

OneAscent Financial Services LLC held 0 WDAY shares at 2025-09-30 per its 13F-HR/A filed 2025-10-31.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F/A 0 shares
    Change vs previous 13F -3,840 shares

    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: 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 ended2025-06-30
    13F 3,840 shares
    Change vs previous 13F -315 shares

    0.05% of the 13F portfolio, value $921,000.

    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: 1,007 shares
    • OneAscent Wealth Management LLC: 960 shares
    • OneAscent Investment Solutions LLC: 1,873 shares

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

  3. period ended2025-03-31
    13F 4,155 shares
    Change vs previous 13F +1,563 shares

    0.05% of the 13F portfolio, value $971,000.

    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: 1,241 shares
    • OneAscent Wealth Management LLC: 930 shares
    • OneAscent Investment Solutions LLC: 1,984 shares

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

  4. period ended2024-12-31
    13F 2,592 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $669,000.

    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: 1,576 shares
    • OneAscent Wealth Management LLC: 1,016 shares

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