OneAscent Financial Services LLC
Position in WPM — Wheaton Precious Metals Corp.
CIK 1780985
BIRMINGHAM, AL
Position in WPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$786,464
-$130,999 QoQ
Shares Held
7,002
-0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#453
of 849 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WPM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026OneAscent Financial Services LLC holds $786,464 across 1 Gold name. WPM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPM |
Wheaton Precious Metals Corp.
This page
|
7,002 | $786,464 |
All Filings in WPM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $786,464 | 7,002 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $917,463 | 7,003 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $821,112 | 6,987 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $781,426 | 6,987 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $629,138 | 7,006 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,093,184 | 14,082 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $395,985 | 7,041 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||