Skip to content

OneAscent Financial Services LLC: AMGN position timeline

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

OneAscent Financial Services LLC held 3,970 AMGN 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 3,970 shares
    Change vs previous 13F +188 shares

    0.06% of the 13F portfolio, value $1,437,633.

    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: 3,096 shares
    • OneAscent Family Office, LLC: 874 shares

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

  2. period ended2026-03-31
    13F 3,782 shares
    Change vs previous 13F +380 shares

    0.07% of the 13F portfolio, value $1,330,898.

    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: 3,147 shares
    • OneAscent Family Office, LLC: 635 shares

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

  3. period ended2025-12-31
    13F 3,402 shares
    Change vs previous 13F +913 shares

    0.09% of the 13F portfolio, value $1,113,747.

    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: 2,777 shares
    • OneAscent Family Office, LLC: 625 shares

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

  4. period ended2025-09-30
    13F/A 2,489 shares
    Change vs previous 13F -590 shares

    0.09% of the 13F portfolio, value $702,386.

    13F-HR/A 0001780985-25-000006 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).

  5. period ended2025-06-30
    13F 3,079 shares
    Change vs previous 13F -3,815 shares

    0.06% of the 13F portfolio, value $865,000.

    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 6,894 shares
    Change vs previous 13F +4,045 shares

    0.14% of the 13F portfolio, value $2,142,000.

    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 2,849 shares
    Change vs previous 13F +2,096 shares

    0.06% of the 13F portfolio, value $743,000.

    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 753 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $243,000.

    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).