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Disclosery

One Capital Management, LLC: IWF position timeline

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

One Capital Management, LLC held 43,463 IWF 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 43,463 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $18,533,029.

    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 43,463 shares
    Change vs previous 13F +1,663 shares

    0.51% of the 13F portfolio, value $18,533,029.

    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 41,800 shares
    Change vs previous 13F +317 shares

    0.6% of the 13F portfolio, value $19,784,378.

    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 41,483 shares
    Change vs previous 13F -1,651 shares

    0.62% of the 13F portfolio, value $19,431,158.

    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 43,134 shares
    Change vs previous 13F -89,157 shares

    0.63% of the 13F portfolio, value $18,313,953.

    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 132,291 shares
    Change vs previous 13F -3,149 shares

    1.61% of the 13F portfolio, value $47,769,368.

    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 135,440 shares
    Change vs previous 13F -219 shares

    1.8% of the 13F portfolio, value $54,390,279.

    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 135,659 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $50,923,895.

    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).