OneAscent Wealth Management LLC
SEC Filing List
CIK: 0001844707
| Form | Description | Owner/Filer | Filing Agent | Date | Actions |
|---|---|---|---|---|---|
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | 04/21/2026 | |||
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | 02/11/2026 | |||
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | 10/31/2025 | |||
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | OneAscent Wealth Management LLC /fa | 08/06/2025 | ||
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | OneAscent Wealth Management LLC /fa | 05/05/2025 | ||
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | OneAscent Wealth Management LLC /fa | 02/12/2025 | ||
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | OneAscent Wealth Management LLC /fa | 11/07/2024 | ||
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | OneAscent Financial Services LLC /fa | 07/17/2024 | ||
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | OneAscent Financial Services LLC /fa | 04/16/2024 | ||
| 13F-HR | Initial Quarterly Form 13F Holdings Repo... | Grandview Asset Management LLC /fa | 01/11/2024 | ||
| No record found. | |||||
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