Unified Ser Tr shares owned by OneAscent Family Office
Quarter-by-quarter ownership of Unified Ser Tr (OALC) shares owned by OneAscent Family Office
from 13F filings
Historical chart of OneAscent Family Office investment in Unified Ser Tr
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All positions including Unified Ser Tr held by OneAscent Family Office consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Unified Ser Tr by OneAscent Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.6M | 131k | 34.81 |
| 2025-06-30 | $3.9M | 120k | 32.45 |
| 2025-03-31 | $3.5M | 124k | 28.61 |