Skip to content
Disclosery

One Capital Management, LLC: IWO position timeline

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

One Capital Management, LLC held 8,856 IWO 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 8,856 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $2,779,200.

    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 8,856 shares
    Change vs previous 13F +1,564 shares

    0.08% of the 13F portfolio, value $2,779,200.

    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 7,292 shares
    Change vs previous 13F -18,847 shares

    0.07% of the 13F portfolio, value $2,355,520.

    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 26,139 shares
    Change vs previous 13F -607 shares

    0.27% of the 13F portfolio, value $8,365,742.

    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 26,746 shares
    Change vs previous 13F -1,603 shares

    0.26% of the 13F portfolio, value $7,645,633.

    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 28,349 shares
    Change vs previous 13F -46 shares

    0.24% of the 13F portfolio, value $7,244,272.

    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 28,395 shares
    Change vs previous 13F -2,270 shares

    0.27% of the 13F portfolio, value $8,172,648.

    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 30,665 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $8,708,860.

    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).