0001844707-23-000002.txt : 20230417
0001844707-23-000002.hdr.sgml : 20230417
20230417144126
ACCESSION NUMBER: 0001844707-23-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230417
DATE AS OF CHANGE: 20230417
EFFECTIVENESS DATE: 20230417
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: OneAscent Wealth Management LLC
CENTRAL INDEX KEY: 0001844707
IRS NUMBER: 850895057
STATE OF INCORPORATION: AL
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20595
FILM NUMBER: 23823655
BUSINESS ADDRESS:
STREET 1: 23 INVERNESS CENTER PARKWAY
CITY: BIRMINGHAM
STATE: AL
ZIP: 35242
BUSINESS PHONE: 2053139142
MAIL ADDRESS:
STREET 1: 23 INVERNESS CENTER PARKWAY
CITY: BIRMINGHAM
STATE: AL
ZIP: 35242
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1336
WISDOMTREE TR
US QTLY DIV GRT
97717X669
1996
32023
SH
SOLE
0
0
32023
YUM BRANDS INC
COM
988498101
287
2175
SH
SOLE
0
0
2175
ZOETIS INC
CL A
98978V103
299
1798
SH
SOLE
0
0
1798
ZOOMINFO TECHNOLOGIES INC
COMMON STOCK
98980F104
249
10097
SH
SOLE
0
0
10097