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OneAscent Financial Services LLC: AMP position timeline

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

OneAscent Financial Services LLC held 2,807 AMP 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 2,807 shares
    Change vs previous 13F +154 shares

    0.05% of the 13F portfolio, value $1,287,849.

    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: 1,123 shares
    • OneAscent Wealth Management LLC: 594 shares
    • OneAscent Investment Solutions LLC: 1,090 shares

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

  2. period ended2026-03-31
    13F 2,653 shares
    Change vs previous 13F +325 shares

    0.05% of the 13F portfolio, value $1,178,925.

    13F-HR 0001974438-26-000003 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 815 shares
    • OneAscent Wealth Management LLC: 726 shares
    • OneAscent Investment Solutions LLC: 1,112 shares

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

  3. period ended2025-12-31
    13F 2,328 shares
    Change vs previous 13F +274 shares

    0.08% of the 13F portfolio, value $1,141,410.

    13F-HR 0001974438-26-000002 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 766 shares
    • OneAscent Wealth Management LLC: 719 shares
    • OneAscent Investment Solutions LLC: 843 shares

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

  4. period ended2025-09-30
    13F/A 2,054 shares
    Change vs previous 13F +33 shares

    0.08% of the 13F portfolio, value $1,008,910.

    13F-HR 0001974438-25-000005 filed by OneAscent Investment Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 478 shares
    • OneAscent Wealth Management LLC: 733 shares
    • OneAscent Investment Solutions LLC: 843 shares

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

  5. period ended2025-06-30
    13F 2,021 shares
    Change vs previous 13F -90 shares

    0.06% of the 13F portfolio, value $1,079,000.

    13F-HR 0001844707-25-000004 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 636 shares
    • OneAscent Wealth Management LLC: 770 shares
    • OneAscent Investment Solutions LLC: 615 shares

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

  6. period ended2025-03-31
    13F 2,111 shares
    Change vs previous 13F +683 shares

    0.06% of the 13F portfolio, value $1,023,000.

    13F-HR 0001780985-25-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 768 shares
    • OneAscent Wealth Management LLC: 726 shares
    • OneAscent Investment Solutions LLC: 617 shares

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

  7. period ended2024-12-31
    13F 1,428 shares
    Change vs previous 13F +486 shares

    0.05% of the 13F portfolio, value $760,000.

    13F-HR 0001780985-25-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 751 shares
    • OneAscent Wealth Management LLC: 677 shares

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

  8. period ended2024-09-30
    13F 942 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $442,000.

    13F-HR 0001844707-24-000001 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 437 shares
    • OneAscent Wealth Management LLC: 505 shares

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