• 13F History

OneAscent Family Office, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 12, 2025
Value $
$55.1M
Signature - Title
Ashleigh Swayze - Counsel
Location
Birmingham, AL
Summary
This page shows a list of all the recent 13F filings made by OneAscent Family Office, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. OneAscent Family Office, LLC reported 81 stock holdings with total value $55.1M as of Q4 2024. Top holdings included OACP, OAIM, SCHO, XLE, and OALC.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 81 $55.1M $0 $0 OACP, OAIM, SCHO, XLE, OALC 13F-HR 2/12/2025, 11:30 AM