OALC UNIFIED SER TR
FollowONEASCENT LARGE (fund)
Filings received so far for Q3 2026: 4 13F filers report a position in OALC shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| TrueWealth Advisors, LLC | 138,744 | $5.71M | 1.28% | +6,360 | 13F-HRTimeline |
| First Heartland Consultants, Inc. | 64,658 | $2.66M | 0.18% | -1,256 | 13F-HRTimeline |
| CX Institutional | 9,767 | $402K | 0.01% | new | 13F-HRTimeline |
| Plan A Wealth LLC | 8,119 | $334K | 0.12% | -61 | 13F-HRTimeline |