OneAscent Investment Solutions LLC SEC EDGAR Filings (CIK 0001974438)

SEC EDGAR filings, ownership reports, and insider transactions for OneAscent Investment Solutions LLC.

Business address
23 Inverness Center Parkway, Birmingham, AL, 35242
Top securities (13F)
VGIT, VGSH, VMBS, IBD, MSFT, NVDA, OAIM, OACP, GOOGL, TSM, TT, RIO, JPM, HDB, AMZN, EQNR, CRH, OAEM, AJG, and CAE
State of incorporation
DE
Fiscal year end
31 December
OneAscent Investment Solutions LLC has filed 4 SEC EDGAR filings since 13 May 2025

Latest Filings

Recent SEC filings for OneAscent Investment Solutions LLC including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Nov 2025 30 Sep 2025 028-25568
N-PX Open N-PX document View SEC filing for N-PX 29 Aug 2025 30 Jun 2025 028-25568
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Aug 2025 30 Jun 2025 028-25568
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2025 31 Mar 2025 028-25568

About this filer

OneAscent Investment Solutions LLC files with the SEC under CIK 0001974438. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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