EDGAR Filing Agent Form List
CIK: 0001766791
Form Type:
Year
| Form | Filer/Owner | Description | Subject Company | Date | Actions |
|---|---|---|---|---|---|
| 13F-HR | Oneascent Financial Services Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 01/11/2024 | ||
| 13F-HR | Oneascent Wealth Management Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 01/11/2024 | ||
| 13F-HR | Cordatus Wealth Management Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 11/10/2021 | ||
| 13F-HR | Frisch Financial Group, Inc. | Initial Quarterly Form 13F Holdings Report filed by in... | 11/10/2021 |
