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Disclosery

One Capital Management, LLC: IWC position timeline

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

One Capital Management, LLC held 1,299 IWC 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 1,299 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $207,372.

    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 1,299 shares
    Change vs previous 13F -30 shares

    0.01% of the 13F portfolio, value $207,372.

    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 1,329 shares
    Change vs previous 13F -3,305 shares

    0.01% of the 13F portfolio, value $209,672.

    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 4,634 shares
    Change vs previous 13F -6,477 shares

    0.02% of the 13F portfolio, value $690,962.

    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 11,111 shares
    Change vs previous 13F -1,479 shares

    0.05% of the 13F portfolio, value $1,418,447.

    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 12,590 shares
    Change vs previous 13F -3,466 shares

    0.05% of the 13F portfolio, value $1,396,393.

    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 16,056 shares
    Change vs previous 13F -6,069 shares

    0.07% of the 13F portfolio, value $2,093,381.

    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 22,125 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,728,455.

    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).