OneAscent Financial Services LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Birmingham, AL
CIK
0001780985
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 273 384,133 13F-HR 10/13/2023 000178098523000003 OneAscent Financial Services LLC
Q2 2023 122 225 13F-HR 7/10/2023 000180118423000004 OneAscent Financial Services LLC
Q1 2023 175 246,354 13F-HR 4/17/2023 000178098523000002 OneAscent Financial Services LLC
Q4 2022 180 235,307 13F-HR 1/12/2023 000178098523000001 OneAscent Financial Services LLC
Q3 2022 192 251,986 13F-HR 11/2/2022 000178098522000004 OneAscent Financial Services LLC
Q2 2022 224 220,527 13F-HR 8/8/2022 000178098522000003 OneAscent Financial Services LLC
Q1 2022 145 139,908 13F-HR 5/12/2022 000178098522000001 OneAscent Financial Services LLC
Q4 2021 137 52,398 13F-HR 2/7/2022 000172604122000002 OneAscent Financial Services LLC
Q3 2021 91 74,980 13F-HR 11/12/2021 000173347221000005 OneAscent Financial Services LLC
Q1 2021 146 101,699 13F-HR 4/27/2021 000178098521000004 OneAscent Financial Services LLC
Q4 2020 128 93,726 RESTATEMENT 2/8/2021 000178098521000003 OneAscent Financial Services LLC
Q4 2020 205 221,314 13F-HR 1/13/2021 000178098521000001 OneAscent Financial Services LLC
Q3 2020 190 191,643 13F-HR 11/2/2020 000178098520000004 OneAscent Financial Services LLC
Q2 2020 175 149,523 13F-HR 7/21/2020 000178098520000003 OneAscent Financial Services LLC
Q1 2020 154 132,803 13F-HR 4/14/2020 000178098520000002 OneAscent Financial Services LLC
Q4 2019 179 180,871 13F-HR 2/11/2020 000178098520000001 OneAscent Financial Services LLC
Q3 2019 18 22,400 13F-HR 11/15/2019 000178098519000002 OneAscent Financial Services LLC
Q2 2019 224 146,004 13F-HR 8/15/2019 000178098519000001 OneAscent Financial Services LLC