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OneAscent Financial Services LLC: WMB position timeline

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

OneAscent Financial Services LLC held 17,595 WMB 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 17,595 shares
    Change vs previous 13F -1,199 shares

    0.05% of the 13F portfolio, value $1,308,085.

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

    • OneAscent Financial Services LLC: 4,473 shares
    • OneAscent Wealth Management LLC: 4,041 shares
    • OneAscent Investment Solutions LLC: 5,690 shares
    • OneAscent Family Office, LLC: 3,391 shares

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

  2. period ended2026-03-31
    13F 18,794 shares
    Change vs previous 13F -3,297 shares

    0.06% of the 13F portfolio, value $1,367,834.

    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: 5,875 shares
    • OneAscent Wealth Management LLC: 3,939 shares
    • OneAscent Investment Solutions LLC: 5,693 shares
    • OneAscent Family Office, LLC: 3,287 shares

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

  3. period ended2025-12-31
    13F 22,091 shares
    Change vs previous 13F -5,003 shares

    0.08% of the 13F portfolio, value $1,327,851.

    13F-HR 0001974438-26-000002 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 5,227 shares
    • OneAscent Wealth Management LLC: 4,121 shares
    • OneAscent Investment Solutions LLC: 8,666 shares
    • OneAscent Family Office, LLC: 4,077 shares

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

  4. period ended2025-09-30
    13F/A 27,094 shares
    Change vs previous 13F -6,845 shares

    0.13% of the 13F portfolio, value $1,716,384.

    13F-HR 0001974438-25-000005 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 4,471 shares
    • OneAscent Wealth Management LLC: 7,232 shares
    • OneAscent Investment Solutions LLC: 10,121 shares
    • OneAscent Family Office, LLC: 5,270 shares

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

  5. period ended2025-06-30
    13F 33,939 shares
    Change vs previous 13F -13,598 shares

    0.11% of the 13F portfolio, value $2,113,000.

    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: 8,912 shares
    • OneAscent Wealth Management LLC: 7,369 shares
    • OneAscent Investment Solutions LLC: 12,211 shares
    • OneAscent Family Office, LLC: 5,447 shares

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

  6. period ended2025-03-31
    13F 47,537 shares
    Change vs previous 13F +25,880 shares

    0.15% of the 13F portfolio, value $2,847,000.

    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: 18,660 shares
    • OneAscent Wealth Management LLC: 6,749 shares
    • OneAscent Investment Solutions LLC: 14,490 shares
    • OneAscent Family Office, LLC: 7,638 shares

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

  7. period ended2024-12-31
    13F 21,657 shares
    Change vs previous 13F +389 shares

    0.08% of the 13F portfolio, value $1,172,000.

    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: 10,586 shares
    • OneAscent Wealth Management LLC: 6,836 shares
    • OneAscent Family Office, LLC: 4,235 shares

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

  8. period ended2024-09-30
    13F 21,268 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $971,000.

    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: 11,075 shares
    • OneAscent Wealth Management LLC: 10,193 shares

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