OneAscent Financial Services LLC

Business address
23 Inverness Center Parkway, Birmingham, AL, 35242
Top securities (13F)
SPLG, OACP, OAIM, OALC, PTL, SPDW, SPMD, NVDA, OASC, OAEM, ELCV, AAPL, IBTG, IBTF, IBTH, VOO, IBD, VTI, SPSM, and BRKB
State of incorporation
DE
Fiscal year end
31 December
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OneAscent Financial Services LLC has filed 28 SEC EDGAR filings since 15 Aug 2019

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR/A Open Document Open Filing 31 Oct 2025 30 Sep 2025 028-19577
13F-HR Open Document Open Filing 22 Oct 2025 30 Sep 2025 028-19577
13F-HR Open Document Open Filing 12 Aug 2025 30 Jun 2025 028-19577
13F-HR Open Document Open Filing 05 May 2025 31 Mar 2025 028-19577
13F-HR Open Document Open Filing 12 Feb 2025 31 Dec 2024 028-19577
13F-HR Open Document Open Filing 07 Nov 2024 30 Sep 2024 028-19577
N-PX Open Document Open Filing 28 Aug 2024 30 Jun 2024 028-19577
13F-HR Open Document Open Filing 17 Jul 2024 30 Jun 2024 028-19577
13F-HR Open Document Open Filing 16 Apr 2024 31 Mar 2024 028-19577
13F-HR Open Document Open Filing 11 Jan 2024 31 Dec 2023 028-19577
13F-HR Open Document Open Filing 13 Oct 2023 30 Sep 2023 028-19577
13F-HR Open Document Open Filing 10 Jul 2023 30 Jun 2023 028-19577
13F-HR Open Document Open Filing 17 Apr 2023 31 Mar 2023 028-19577
13F-HR Open Document Open Filing 12 Jan 2023 31 Dec 2022 028-19577
13F-HR Open Document Open Filing 02 Nov 2022 30 Sep 2022 028-19577
13F-HR Open Document Open Filing 08 Aug 2022 30 Jun 2022 028-19577
13F-HR Open Document Open Filing 12 May 2022 31 Mar 2022 028-19577
13F-HR Open Document Open Filing 08 Feb 2022 31 Dec 2021 028-19577
13F-HR Open Document Open Filing 12 Nov 2021 30 Sep 2021 028-19577
13F-HR Open Document Open Filing 27 Apr 2021 31 Mar 2021 028-19577
13F-HR/A Open Document Open Filing 08 Feb 2021 31 Dec 2020 028-19577
13F-HR Open Document Open Filing 13 Jan 2021 31 Dec 2020 028-19577
13F-HR Open Document Open Filing 02 Nov 2020 30 Sep 2020 028-19577
13F-HR Open Document Open Filing 21 Jul 2020 30 Jun 2020 028-19577
13F-HR Open Document Open Filing 14 Apr 2020 31 Mar 2020 028-19577
13F-HR Open Document Open Filing 11 Feb 2020 31 Dec 2019 028-19577
13F-HR Open Document Open Filing 15 Nov 2019 30 Sep 2019 028-19577
13F-HR Open Document Open Filing 15 Aug 2019 30 Jun 2019 028-19577