OneAscent Financial Services LLC: AMT position timeline

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

OneAscent Financial Services LLC held 2,830 AMT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

period ended2026-06-30
13F 2,830 shares
Change vs previous 13F -1,945 shares
0.02% of the 13F portfolio, value $462,829.
13F-HR 0001780985-26-000003 filed by OneAscent Financial Services LLC
Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- OneAscent Financial Services LLC: 1,534 shares
- OneAscent Wealth Management LLC: 0 shares
- OneAscent Investment Solutions LLC: 1,296 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 4,775 shares
Change vs previous 13F +52 shares
0.04% of the 13F portfolio, value $823,996.
13F-HR 0001780985-26-000002 filed by OneAscent Financial Services LLC
Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- OneAscent Financial Services LLC: 1,806 shares
- OneAscent Wealth Management LLC: 1,307 shares
- OneAscent Investment Solutions LLC: 1,662 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 4,723 shares
Change vs previous 13F +564 shares
0.06% of the 13F portfolio, value $829,133.
13F-HR 0001780985-26-000001 filed by OneAscent Financial Services LLC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- OneAscent Financial Services LLC: 1,736 shares
- OneAscent Wealth Management LLC: 1,325 shares
- OneAscent Investment Solutions LLC: 1,662 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F/A 4,159 shares
Change vs previous 13F -608 shares
0.07% of the 13F portfolio, value $799,930.
13F-HR 0001974438-25-000005 filed by OneAscent Investment Solutions LLC
Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- OneAscent Financial Services LLC: 1,127 shares
- OneAscent Wealth Management LLC: 1,370 shares
- OneAscent Investment Solutions LLC: 1,662 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 4,767 shares
Change vs previous 13F -214 shares
0.06% of the 13F portfolio, value $1,057,000.
13F-HR 0001780985-25-000004 filed by OneAscent Financial Services LLC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- OneAscent Financial Services LLC: 2,177 shares
- OneAscent Wealth Management LLC: 1,382 shares
- OneAscent Investment Solutions LLC: 1,208 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 4,981 shares
Change vs previous 13F +1,449 shares
0.06% of the 13F portfolio, value $1,086,000.
13F-HR 0001780985-25-000003 filed by OneAscent Financial Services LLC
Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- OneAscent Financial Services LLC: 2,409 shares
- OneAscent Wealth Management LLC: 1,356 shares
- OneAscent Investment Solutions LLC: 1,216 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 3,532 shares
Change vs previous 13F +2,386 shares
0.05% of the 13F portfolio, value $648,000.
13F-HR 0001780985-25-000001 filed by OneAscent Financial Services LLC
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- OneAscent Financial Services LLC: 2,294 shares
- OneAscent Wealth Management LLC: 1,238 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 1,146 shares
Change vs previous 13F not available
0.1% of the 13F portfolio, value $267,000.
13F-HR 0001844707-24-000001 filed by OneAscent Wealth Management LLC
Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).