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One Capital Management, LLC: IEFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of One Capital Management, LLC on IEFA, newest first. How the timeline and the estimate are built.

One Capital Management, LLC held 258,802 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 258,802 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $23,429,415.

    13F-HR 0001606588-26-000004 filed by One Capital Management, LLC
    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 258,802 shares
    Change vs previous 13F +98,204 shares

    0.64% of the 13F portfolio, value $23,429,415.

    13F-HR 0001606588-26-000003 filed by One Capital Management, LLC
    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 160,598 shares
    Change vs previous 13F +104,091 shares

    0.43% of the 13F portfolio, value $14,367,166.

    13F-HR 0001606588-26-000002 filed by One Capital Management, LLC
    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 56,507 shares
    Change vs previous 13F +10,048 shares

    0.16% of the 13F portfolio, value $4,933,694.

    13F-HR 0001606588-25-000009 filed by One Capital Management, LLC
    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 46,459 shares
    Change vs previous 13F +4,865 shares

    0.13% of the 13F portfolio, value $3,878,462.

    13F-HR 0001606588-25-000005 filed by One Capital Management, LLC
    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 41,594 shares
    Change vs previous 13F +1,038 shares

    0.11% of the 13F portfolio, value $3,146,644.

    13F-HR 0001606588-25-000004 filed by One Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 40,556 shares
    Change vs previous 13F -118 shares

    0.09% of the 13F portfolio, value $2,850,275.

    13F-HR 0001606588-25-000001 filed by One Capital Management, LLC
    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 40,674 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,174,605.

    13F-HR 0001606588-24-000008 filed by One Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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