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OneAscent Financial Services LLC: AMD position timeline

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

OneAscent Financial Services LLC held 11,537 AMD 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 11,537 shares
    Change vs previous 13F +1,788 shares

    0.28% of the 13F portfolio, value $6,702,154.

    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: 8,863 shares
    • OneAscent Investment Solutions LLC: 360 shares
    • OneAscent Family Office, LLC: 2,314 shares

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

  2. period ended2026-03-31
    13F 9,749 shares
    Change vs previous 13F +1,711 shares

    0.1% of the 13F portfolio, value $1,983,303.

    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: 7,799 shares
    • OneAscent Family Office, LLC: 1,950 shares

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

  3. period ended2025-12-31
    13F 8,038 shares
    Change vs previous 13F +3,306 shares

    0.14% of the 13F portfolio, value $1,721,481.

    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: 6,260 shares
    • OneAscent Family Office, LLC: 1,778 shares

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

  4. period ended2025-09-30
    13F/A 4,732 shares
    Change vs previous 13F -3,281 shares

    0.08% of the 13F portfolio, value $765,618.

    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: 2,977 shares
    • OneAscent Family Office, LLC: 1,755 shares

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

  5. period ended2025-06-30
    13F 8,013 shares
    Change vs previous 13F -2,527 shares

    0.07% of the 13F portfolio, value $1,116,000.

    13F-HR 0001780985-25-000004 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 6,302 shares
    • OneAscent Family Office, LLC: 1,711 shares

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

  6. period ended2025-03-31
    13F 10,540 shares
    Change vs previous 13F +5,390 shares

    0.07% of the 13F portfolio, value $1,084,000.

    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 5,150 shares
    Change vs previous 13F +2,730 shares

    0.05% of the 13F portfolio, value $622,000.

    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 2,420 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $397,000.

    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).