OneAscent Wealth Management LLC
Position in SOVF — Sovereign's Capital Flourish Fund
CIK 1844707
BIRMINGHAM, AL
All Filings in SOVF
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SOVF | $1,713,024 | 63,895 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 SOVF | $1,858,795 | 63,701 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 SOVF | $1,929,635 | 63,718 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 SOVF | $2,086,559 | 69,183 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||