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Disclosery

One Capital Management, LLC: IWD position timeline

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

One Capital Management, LLC held 22,192 IWD 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 22,192 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $4,741,803.

    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 22,192 shares
    Change vs previous 13F +4,211 shares

    0.13% of the 13F portfolio, value $4,741,803.

    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 17,981 shares
    Change vs previous 13F +1,070 shares

    0.11% of the 13F portfolio, value $3,782,224.

    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 16,911 shares
    Change vs previous 13F -6,394 shares

    0.11% of the 13F portfolio, value $3,442,918.

    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 23,305 shares
    Change vs previous 13F -474 shares

    0.16% of the 13F portfolio, value $4,526,715.

    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 23,779 shares
    Change vs previous 13F +604 shares

    0.15% of the 13F portfolio, value $4,474,373.

    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 23,175 shares
    Change vs previous 13F -464 shares

    0.14% of the 13F portfolio, value $4,290,387.

    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 23,639 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,486,682.

    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).