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Disclosery

OneAscent Financial Services LLC: AMAT position timeline

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

OneAscent Financial Services LLC held 3,677 AMAT 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 3,677 shares
    Change vs previous 13F +706 shares

    0.11% of the 13F portfolio, value $2,658,363.

    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: 2,005 shares
    • OneAscent Investment Solutions LLC: 315 shares
    • OneAscent Family Office, LLC: 1,357 shares

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

  2. period ended2026-03-31
    13F 2,971 shares
    Change vs previous 13F +639 shares

    0.05% of the 13F portfolio, value $1,015,676.

    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: 1,690 shares
    • OneAscent Family Office, LLC: 1,281 shares

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

  3. period ended2025-12-31
    13F 2,332 shares
    Change vs previous 13F +89 shares

    0.05% of the 13F portfolio, value $599,388.

    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: 1,300 shares
    • OneAscent Family Office, LLC: 1,032 shares

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

  4. period ended2025-09-30
    13F/A 2,243 shares
    Change vs previous 13F +601 shares

    0.05% of the 13F portfolio, value $459,219.

    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: 1,258 shares
    • OneAscent Family Office, LLC: 985 shares

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

  5. period ended2025-06-30
    13F 1,642 shares
    Change vs previous 13F -1,258 shares

    0.02% of the 13F portfolio, value $301,000.

    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 2,900 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $422,000.

    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).