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Disclosery

OneAscent Financial Services LLC: WM position timeline

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

OneAscent Financial Services LLC held 5,738 WM 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 5,738 shares
    Change vs previous 13F -178 shares

    0.06% of the 13F portfolio, value $1,279,057.

    13F-HR 0001780985-26-000003 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).

  2. period ended2026-03-31
    13F 5,916 shares
    Change vs previous 13F +4,656 shares

    0.07% of the 13F portfolio, value $1,359,398.

    13F-HR 0001780985-26-000002 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).

  3. period ended2025-12-31
    13F 1,260 shares
    Change vs previous 13F +307 shares

    0.03% of the 13F portfolio, value $276,911.

    13F-HR 0001780985-26-000001 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).

  4. period ended2025-09-30
    13F/A 953 shares
    Change vs previous 13F -4,869 shares

    0.03% of the 13F portfolio, value $210,523.

    13F-HR/A 0001780985-25-000006 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).

  5. period ended2025-06-30
    13F 5,822 shares
    Change vs previous 13F +430 shares

    0.1% of the 13F portfolio, value $1,332,000.

    13F-HR 0001780985-25-000004 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).

  6. period ended2025-03-31
    13F 5,392 shares
    Change vs previous 13F -895 shares

    0.08% of the 13F portfolio, value $1,259,000.

    13F-HR 0001780985-25-000003 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).

  7. period ended2024-12-31
    13F 6,287 shares
    Change vs previous 13F -302 shares

    0.11% of the 13F portfolio, value $1,269,000.

    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: 6,287 shares
    • OneAscent Wealth Management LLC: 0 shares

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

  8. period ended2024-09-30
    13F 6,589 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,368,000.

    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: 5,511 shares
    • OneAscent Wealth Management LLC: 1,078 shares

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