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OneAscent Financial Services LLC: XP position timeline

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

OneAscent Financial Services LLC held 11,430 XP 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 11,430 shares
    Change vs previous 13F -51,658 shares

    0.01% of the 13F portfolio, value $185,852.

    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: 11,430 shares
    • OneAscent Wealth Management LLC: 0 shares
    • OneAscent Investment Solutions LLC: 0 shares

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

  2. period ended2026-03-31
    13F 63,088 shares
    Change vs previous 13F +9,117 shares

    0.05% of the 13F portfolio, value $1,201,196.

    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: 25,759 shares
    • OneAscent Wealth Management LLC: 21,040 shares
    • OneAscent Investment Solutions LLC: 16,289 shares

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

  3. period ended2025-12-31
    13F 53,971 shares
    Change vs previous 13F +819 shares

    0.06% of the 13F portfolio, value $883,505.

    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: 19,837 shares
    • OneAscent Wealth Management LLC: 18,230 shares
    • OneAscent Investment Solutions LLC: 15,904 shares

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

  4. period ended2025-09-30
    13F/A 53,152 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $998,726.

    13F-HR 0001844707-25-000005 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 18,493 shares
    • OneAscent Wealth Management LLC: 18,690 shares
    • OneAscent Investment Solutions LLC: 15,969 shares

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