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Disclosery

One Capital Management, LLC: IWN position timeline

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

One Capital Management, LLC held 39,792 IWN 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 39,792 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $7,544,165.

    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 39,792 shares
    Change vs previous 13F -1,501 shares

    0.21% of the 13F portfolio, value $7,544,165.

    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 41,293 shares
    Change vs previous 13F -8,015 shares

    0.23% of the 13F portfolio, value $7,482,704.

    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 49,308 shares
    Change vs previous 13F -1,173 shares

    0.28% of the 13F portfolio, value $8,718,147.

    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 50,481 shares
    Change vs previous 13F +4,056 shares

    0.28% of the 13F portfolio, value $7,963,925.

    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 46,425 shares
    Change vs previous 13F +1,697 shares

    0.24% of the 13F portfolio, value $7,009,326.

    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 44,728 shares
    Change vs previous 13F -11,393 shares

    0.24% of the 13F portfolio, value $7,342,995.

    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 56,121 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $9,362,104.

    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).