Skip to content
Disclosery

One Capital Management, LLC: IWM position timeline

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

One Capital Management, LLC held 20,834 IWM 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 20,834 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $5,166,840.

    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 20,834 shares
    Change vs previous 13F +3,640 shares

    0.14% of the 13F portfolio, value $5,166,840.

    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 17,194 shares
    Change vs previous 13F +1,661 shares

    0.13% of the 13F portfolio, value $4,232,714.

    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 15,533 shares
    Change vs previous 13F -1,105 shares

    0.12% of the 13F portfolio, value $3,758,428.

    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 16,638 shares
    Change vs previous 13F +396 shares

    0.12% of the 13F portfolio, value $3,590,455.

    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 16,242 shares
    Change vs previous 13F +4,390 shares

    0.11% of the 13F portfolio, value $3,240,241.

    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 11,852 shares
    Change vs previous 13F -908 shares

    0.09% of the 13F portfolio, value $2,618,817.

    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 12,760 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,818,556.

    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).