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Disclosery

OneAscent Financial Services LLC: WWJD position timeline

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

OneAscent Financial Services LLC held 565,457 WWJD 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 565,457 shares
    Change vs previous 13F -35,565 shares

    0.89% of the 13F portfolio, value $21,560,859.

    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: 551,263 shares
    • OneAscent Wealth Management LLC: 14,194 shares

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

  2. period ended2026-03-31
    13F 601,022 shares
    Change vs previous 13F +456,870 shares

    1.05% of the 13F portfolio, value $22,472,225.

    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: 582,994 shares
    • OneAscent Wealth Management LLC: 18,028 shares

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

  3. period ended2025-12-31
    13F 144,152 shares
    Change vs previous 13F +47,041 shares

    0.38% of the 13F portfolio, value $5,258,666.

    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: 132,010 shares
    • OneAscent Wealth Management LLC: 12,142 shares

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

  4. period ended2025-09-30
    13F/A 97,111 shares
    Change vs previous 13F -61,074 shares

    0.31% of the 13F portfolio, value $3,424,611.

    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: 89,852 shares
    • OneAscent Wealth Management LLC: 7,259 shares

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

  5. period ended2025-06-30
    13F 158,185 shares
    Change vs previous 13F +59,018 shares

    0.39% of the 13F portfolio, value $5,424,000.

    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 99,167 shares
    Change vs previous 13F -477 shares

    0.2% of the 13F portfolio, value $3,054,000.

    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 99,644 shares
    Change vs previous 13F +99,644 shares

    0.25% of the 13F portfolio, value $2,890,000.

    13F-HR 0001780985-25-000001 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).

  8. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001780985-24-000005 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).

    Exited: the 13F for this period no longer lists the position.