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Disclosery

OneAscent Financial Services LLC: WFC position timeline

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

OneAscent Financial Services LLC held 28,013 WFC 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 28,013 shares
    Change vs previous 13F -5,749 shares

    0.09% of the 13F portfolio, value $2,314,910.

    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: 19,838 shares
    • OneAscent Wealth Management LLC: 5,272 shares
    • OneAscent Investment Solutions LLC: 0 shares
    • OneAscent Family Office, LLC: 2,903 shares

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

  2. period ended2026-03-31
    13F 33,762 shares
    Change vs previous 13F +9,229 shares

    0.12% of the 13F portfolio, value $2,687,748.

    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: 21,307 shares
    • OneAscent Wealth Management LLC: 7,292 shares
    • OneAscent Investment Solutions LLC: 5,163 shares

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

  3. period ended2025-12-31
    13F 24,533 shares
    Change vs previous 13F +960 shares

    0.15% of the 13F portfolio, value $2,286,432.

    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: 11,921 shares
    • OneAscent Wealth Management LLC: 7,490 shares
    • OneAscent Investment Solutions LLC: 5,122 shares

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

  4. period ended2025-09-30
    13F/A 23,573 shares
    Change vs previous 13F -12,824 shares

    0.16% of the 13F portfolio, value $1,975,922.

    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: 10,758 shares
    • OneAscent Wealth Management LLC: 7,693 shares
    • OneAscent Investment Solutions LLC: 5,122 shares

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

  5. period ended2025-06-30
    13F 36,397 shares
    Change vs previous 13F -26,267 shares

    0.17% of the 13F portfolio, value $2,933,000.

    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: 23,605 shares
    • OneAscent Wealth Management LLC: 7,657 shares
    • OneAscent Investment Solutions LLC: 5,135 shares

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

  6. period ended2025-03-31
    13F 62,664 shares
    Change vs previous 13F +27,652 shares

    0.24% of the 13F portfolio, value $4,486,000.

    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: 49,874 shares
    • OneAscent Wealth Management LLC: 7,423 shares
    • OneAscent Investment Solutions LLC: 5,367 shares

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

  7. period ended2024-12-31
    13F 35,012 shares
    Change vs previous 13F +6,537 shares

    0.17% of the 13F portfolio, value $2,460,000.

    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: 26,389 shares
    • OneAscent Wealth Management LLC: 8,623 shares

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

  8. period ended2024-09-30
    13F 28,475 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,609,000.

    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: 20,013 shares
    • OneAscent Wealth Management LLC: 8,462 shares

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