OneAscent Wealth Management LLC

Business address
23 Inverness Center Parkway, Birmingham, AL, 35242
Top securities (13F)
OACP, OALC, OAIM, OAEM, OASC, VGIT, ELCV, IBD, VFLO, HYBL, IGV, CLOI, JAAA, SO, TBG, SPHQ, USB, MSFT, AAPL, and FTSL
State of incorporation
AL
Fiscal year end
31 December
⭐ Add to watchlist ⭐
OneAscent Wealth Management LLC has filed 19 SEC EDGAR filings since 08 Feb 2021

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 31 Oct 2025 30 Sep 2025 028-20595
13F-HR Open Document Open Filing 06 Aug 2025 30 Jun 2025 028-20595
13F-HR Open Document Open Filing 05 May 2025 31 Mar 2025 028-20595
13F-HR Open Document Open Filing 12 Feb 2025 31 Dec 2024 028-20595
13F-HR Open Document Open Filing 07 Nov 2024 30 Sep 2024 028-20595
13F-HR Open Document Open Filing 17 Jul 2024 30 Jun 2024 028-20595
13F-HR Open Document Open Filing 16 Apr 2024 31 Mar 2024 028-20595
13F-HR Open Document Open Filing 11 Jan 2024 31 Dec 2023 028-20595
13F-HR Open Document Open Filing 13 Oct 2023 30 Sep 2023 028-20595
13F-HR Open Document Open Filing 10 Jul 2023 30 Jun 2023 028-20595
13F-HR Open Document Open Filing 17 Apr 2023 31 Mar 2023 028-20595
13F-HR Open Document Open Filing 12 Jan 2023 31 Dec 2022 028-20595
13F-HR Open Document Open Filing 02 Nov 2022 30 Sep 2022 028-20595
13F-HR Open Document Open Filing 08 Aug 2022 30 Jun 2022 028-20595
13F-HR Open Document Open Filing 12 May 2022 31 Mar 2022 028-20595
13F-HR Open Document Open Filing 08 Feb 2022 31 Dec 2021 028-20595
13F-HR Open Document Open Filing 12 Nov 2021 30 Sep 2021 028-20595
13F-HR Open Document Open Filing 27 Apr 2021 31 Mar 2021 028-20595
13F-HR Open Document Open Filing 08 Feb 2021 31 Dec 2020 028-20595