Unified Series Trust has filed its N-CEN report, which is a requirement for investment companies to provide information about their series and classes of funds. This filing, dated November 13, 2026, is significant as it demonstrates the company's commitment to maintaining transparency and compliance with SEC regulations.

Unified Series Trust, based in Cincinnati, Ohio, is an investment company that manages a variety of funds. According to its recent filings, it is organized under the SEC file number 811-21237. The company has been actively reporting its activities, with its latest N-CEN filing reflecting a reporting period ending August 31, 2026.

The filing states that Unified Series Trust oversees several series, including the Tactical Multi-Purpose Fund and various ESG-focused funds for retirement plans. These series are designed to meet diverse investment needs, catering to different investor preferences and risk tolerances.

In the N-CEN report, Unified Series Trust detailed the series it manages, including:

  • Tactical Multi-Purpose Fund (Ticker: TMPFX)
  • FI Institutional Group ESG Fixed Income Fund for Retirement Plans (Ticker: QDVBX)
  • FI Institutional Group ESG Stock Fund for Retirement Plans (Ticker: QDVSX)
  • FI Institutional Group Fixed Income Fund for Retirement Plans (Ticker: QDIBX)
  • FI Institutional Group Stock Fund for Retirement Plans (Ticker: QDISX)
  • OneAscent Large Cap Core ETF (Ticker: OALC)
  • OneAscent Core Plus Bond ETF (Ticker: OACP)
  • OneAscent Emerging Markets ETF (Ticker: OAEM)
  • OneAscent International Equity ETF (Ticker: OAIM)
  • OneAscent Enhanced Small and Mid Cap ETF (Ticker: OASC)
  • LCAM Strategic Income Fund

This comprehensive reporting is crucial for investors as it helps them understand the various options available under Unified Series Trust's management. The filing also indicates that the company has maintained its compliance with the SEC's requirements, which is essential for building trust with investors.

The impact of this filing extends to various stakeholders, including investors, regulatory bodies, and competitors in the investment management industry. By adhering to regulatory standards, Unified Series Trust not only protects its investors but also sets a benchmark for other firms in the sector.

Looking ahead, the filing does not specify what actions will follow this report. However, it is expected that Unified Series Trust will continue to provide updates to ensure compliance and transparency in its operations. The company remains committed to serving its investors and adapting to the evolving regulatory landscape.