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Disclosery

One Capital Management, LLC: IWP position timeline

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

One Capital Management, LLC held 26,601 IWP 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 26,601 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $3,408,160.

    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 26,601 shares
    Change vs previous 13F -99,766 shares

    0.09% of the 13F portfolio, value $3,408,160.

    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 126,367 shares
    Change vs previous 13F -7,104 shares

    0.52% of the 13F portfolio, value $17,304,818.

    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 133,471 shares
    Change vs previous 13F -22,069 shares

    0.61% of the 13F portfolio, value $19,007,697.

    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 155,540 shares
    Change vs previous 13F -168,917 shares

    0.75% of the 13F portfolio, value $21,570,366.

    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 324,457 shares
    Change vs previous 13F -23,774 shares

    1.29% of the 13F portfolio, value $38,120,553.

    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 348,231 shares
    Change vs previous 13F -5,289 shares

    1.46% of the 13F portfolio, value $44,138,404.

    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 353,520 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $41,464,360.

    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).