OneAscent Family Office, LLC historic quarter change: USA Other Stocks, Added
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, OneAscent Family Office, LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2055812), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-11); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-31); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-06); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| MUSTICO FINANCIAL GROUP, INC. | United States | $0.143B | 46 |
| Merkkuri Wealth Advisors LLC | United States | $0.143B | 80 |
| Menard Financial Group LLC | United States | $0.143B | 82 |
| HEMMING& WEALTH MANAGEMENT, INC. | United States | $0.143B | 15 |
| Encore Global Management, LP | United States | $0.143B | 70 |
| STOLZ & ASSOCIATES, PS | United States | $0.143B | 30 |
| Aragon Global Management, LP | United States | $0.143B | 18 |
| Petiole USA ltd | United States | $0.143B | 32 |
| Ackerman Asset Management, LLC | United States | $0.143B | 35 |
| ENTRUST FINANCIAL LLC | United States | $0.143B | 457 |