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OneAscent Financial Services LLC: WF position timeline

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

OneAscent Financial Services LLC held 4,158 WF 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 4,158 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $238,669.

    13F-HR 0001974438-26-000004 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).