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OneAscent Financial Services LLC

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Filer group, 4 members, built by the linking rules

OneAscent Financial Services LLC is a filer group of 4 members, 4 of them filing 13F reports, with 8 filings between them.

Members

Each member with the evidence that put it in the group. A member counts only inside the quarters shown (method).

MemberKindQuartersEvidence
OneAscent Financial Services LLCCIK 178098513F filerall
OneAscent Wealth Management LLCCIK 184470713F filerall
OneAscent Investment Solutions LLCCIK 197443813F filerall
OneAscent Family Office, LLCCIK 205581213F filerall

Filings of the group

The union of the members' filings: 13F reports and notices, 13D and 13G naming a member, and Forms 3, 4 and 5 with a member as reporting owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002055812-26-000003 Quarter ended 2026-06-302026-08-11acceptance time not in the bulk data set
13F-HR 0001780985-26-000003 Quarter ended 2026-06-302026-08-11acceptance time not in the bulk data set
13F-HR 0001974438-26-000004 Quarter ended 2026-06-302026-08-11acceptance time not in the bulk data set
13F-HR 0001844707-26-000003 Quarter ended 2026-06-302026-08-11acceptance time not in the bulk data set
13F-HR 0001974438-26-000003 Quarter ended 2026-03-312026-04-29acceptance time not in the bulk data set
13F-HR 0002055812-26-000002 Quarter ended 2026-03-312026-04-21acceptance time not in the bulk data set
13F-HR 0001780985-26-000002 Quarter ended 2026-03-312026-04-21acceptance time not in the bulk data set
13F-HR 0001844707-26-000002 Quarter ended 2026-03-312026-04-21acceptance time not in the bulk data set