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OneAscent Financial Services LLC: WMT position timeline

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

OneAscent Financial Services LLC held 36,808 WMT 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 36,808 shares
    Change vs previous 13F +2,368 shares

    0.17% of the 13F portfolio, value $4,169,000.

    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: 23,350 shares
    • OneAscent Investment Solutions LLC: 2,677 shares
    • OneAscent Family Office, LLC: 10,781 shares

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

  2. period ended2026-03-31
    13F 34,440 shares
    Change vs previous 13F +5,609 shares

    0.2% of the 13F portfolio, value $4,280,257.

    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: 23,319 shares
    • OneAscent Investment Solutions LLC: 1,912 shares
    • OneAscent Family Office, LLC: 9,209 shares

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

  3. period ended2025-12-31
    13F 28,831 shares
    Change vs previous 13F +2,663 shares

    0.24% of the 13F portfolio, value $3,212,101.

    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: 17,929 shares
    • OneAscent Investment Solutions LLC: 2,008 shares
    • OneAscent Family Office, LLC: 8,894 shares

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

  4. period ended2025-09-30
    13F/A 26,168 shares
    Change vs previous 13F -18,329 shares

    0.26% of the 13F portfolio, value $2,696,926.

    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: 15,936 shares
    • OneAscent Wealth Management LLC: 0 shares
    • OneAscent Investment Solutions LLC: 2,123 shares
    • OneAscent Family Office, LLC: 8,109 shares

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

  5. period ended2025-06-30
    13F 44,497 shares
    Change vs previous 13F -50,294 shares

    0.23% of the 13F portfolio, value $4,354,000.

    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: 25,229 shares
    • OneAscent Wealth Management LLC: 5,113 shares
    • OneAscent Investment Solutions LLC: 5,362 shares
    • OneAscent Family Office, LLC: 8,793 shares

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

  6. period ended2025-03-31
    13F 94,791 shares
    Change vs previous 13F +56,680 shares

    0.43% of the 13F portfolio, value $8,373,000.

    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: 62,692 shares
    • OneAscent Wealth Management LLC: 7,264 shares
    • OneAscent Investment Solutions LLC: 6,713 shares
    • OneAscent Family Office, LLC: 18,122 shares

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

  7. period ended2024-12-31
    13F 38,111 shares
    Change vs previous 13F +9,043 shares

    0.23% of the 13F portfolio, value $3,447,000.

    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: 28,799 shares
    • OneAscent Wealth Management LLC: 6,991 shares
    • OneAscent Family Office, LLC: 2,321 shares

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

  8. period ended2024-09-30
    13F 29,068 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,348,000.

    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: 16,700 shares
    • OneAscent Wealth Management LLC: 12,368 shares

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