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OneAscent Financial Services LLC: AMZN position timeline

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

OneAscent Financial Services LLC held 62,007 AMZN 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 62,007 shares
    Change vs previous 13F +2,587 shares

    0.54% of the 13F portfolio, value $14,778,484.

    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: 42,756 shares
    • OneAscent Wealth Management LLC: 3,785 shares
    • OneAscent Investment Solutions LLC: 5,223 shares
    • OneAscent Family Office, LLC: 10,243 shares

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

  2. period ended2026-03-31
    13F 59,420 shares
    Change vs previous 13F +14,112 shares

    0.52% of the 13F portfolio, value $12,375,202.

    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: 40,419 shares
    • OneAscent Wealth Management LLC: 3,863 shares
    • OneAscent Investment Solutions LLC: 6,254 shares
    • OneAscent Family Office, LLC: 8,884 shares

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

  3. period ended2025-12-31
    13F 45,308 shares
    Change vs previous 13F +4,903 shares

    0.64% of the 13F portfolio, value $10,457,972.

    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: 28,550 shares
    • OneAscent Wealth Management LLC: 4,614 shares
    • OneAscent Investment Solutions LLC: 4,339 shares
    • OneAscent Family Office, LLC: 7,805 shares

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

  4. period ended2025-09-30
    13F/A 40,405 shares
    Change vs previous 13F -10,588 shares

    0.67% of the 13F portfolio, value $8,871,642.

    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: 24,684 shares
    • OneAscent Wealth Management LLC: 4,737 shares
    • OneAscent Investment Solutions LLC: 4,297 shares
    • OneAscent Family Office, LLC: 6,687 shares

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

  5. period ended2025-06-30
    13F 50,993 shares
    Change vs previous 13F -30,343 shares

    0.6% of the 13F portfolio, value $11,199,000.

    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: 35,296 shares
    • OneAscent Wealth Management LLC: 4,831 shares
    • OneAscent Investment Solutions LLC: 4,300 shares
    • OneAscent Family Office, LLC: 6,566 shares

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

  6. period ended2025-03-31
    13F 81,336 shares
    Change vs previous 13F +45,421 shares

    0.83% of the 13F portfolio, value $15,530,000.

    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: 64,738 shares
    • OneAscent Wealth Management LLC: 4,056 shares
    • OneAscent Family Office, LLC: 12,542 shares

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

  7. period ended2024-12-31
    13F 35,915 shares
    Change vs previous 13F +12,191 shares

    0.53% of the 13F portfolio, value $7,879,000.

    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: 27,935 shares
    • OneAscent Wealth Management LLC: 4,893 shares
    • OneAscent Family Office, LLC: 3,087 shares

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

  8. period ended2024-09-30
    13F 23,724 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $4,420,000.

    13F-HR 0001780985-24-000005 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 17,508 shares
    • OneAscent Wealth Management LLC: 6,216 shares

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