OneAscent Wealth Management LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Birmingham, AL
CIK
0001844707
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 157 227,577 13F-HR 10/13/2023 000178098523000004 OneAscent Wealth Management LLC
Q2 2023 99 212 13F-HR 7/10/2023 000184470723000004 OneAscent Wealth Management LLC
Q1 2023 177 256,748 13F-HR 4/17/2023 000184470723000002 OneAscent Wealth Management LLC
Q4 2022 154 212,844 13F-HR 1/12/2023 000184470723000001 OneAscent Wealth Management LLC
Q3 2022 148 190,881 13F-HR 11/2/2022 000184470722000003 OneAscent Wealth Management LLC
Q2 2022 182 195,833 13F-HR 8/8/2022 000184470722000002 OneAscent Wealth Management LLC
Q1 2022 210 200,783 13F-HR 5/12/2022 000178098522000002 OneAscent Wealth Management LLC
Q4 2021 87 40,074 13F-HR 2/7/2022 000184470722000001 OneAscent Wealth Management LLC
Q3 2021 104 87,679 13F-HR 11/12/2021 000173347221000006 OneAscent Wealth Management LLC
Q1 2021 221 234,727 13F-HR 4/27/2021 000184470721000002 OneAscent Wealth Management LLC
Q4 2020 205 220,902 13F-HR 2/8/2021 000184470721000001 OneAscent Wealth Management LLC