OneAscent Wealth Management LLC reported UNIFIED SER TR (OAIM) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 16.0% in 2025 Q2. The latest visible filing shows OAIM at 12.68% of the fund.
This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.
This page is designed to answer the real investor question behind a 13F filing: how meaningful was OneAscent Wealth Management LLC's position in UNIFIED SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.
OAIM was reported at 12.68% of portfolio in the most recent visible filing.
Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.
Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.
Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.
These are the practical questions this page is built to answer before you even open the full history table.
OneAscent Wealth Management LLC reported OAIM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.
The largest reported portfolio weight for OAIM was 16.00% in 2025 Q2.
The most recent filing on this page is 2025 Q4, when OneAscent Wealth Management LLC reported 920,648 shares, equal to 12.68% of portfolio, with an estimated market value of $38.1M.
The chart compares OneAscent Wealth Management LLC's quarterly OAIM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.