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Goodwin Investment Advisory: ONEQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Goodwin Investment Advisory on ONEQ, newest first. How the timeline and the estimate are built.

Goodwin Investment Advisory held 12,248 ONEQ shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,248 shares
    Change vs previous 13F 0 shares

    2.55% of the 13F portfolio, value $1,264,264.

    13F-HR 0001420506-26-001870 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,248 shares
    Change vs previous 13F 0 shares

    1.24% of the 13F portfolio, value $1,040,001.

    13F-HR 0001420506-26-000952 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,248 shares
    Change vs previous 13F -3,040 shares

    1.23% of the 13F portfolio, value $1,119,491.

    13F-HR 0001420506-26-000229 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 15,288 shares
    Change vs previous 13F +742 shares

    1.46% of the 13F portfolio, value $1,362,643.

    13F-HR 0001420506-25-002989 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 14,546 shares
    Change vs previous 13F +14,546 shares

    1.35% of the 13F portfolio, value $1,165,135.

    13F-HR 0001420506-25-001985 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -5,058 shares

    13F-HR 0001420506-25-000882 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 5,058 shares
    Change vs previous 13F +1,935 shares

    0.2% of the 13F portfolio, value $384,711.

    13F-HR 0001986152-25-000021 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,123 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $223,607.

    13F-HR 0001986152-24-000056 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).