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Disclosery

One Capital Management, LLC: IWR position timeline

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

One Capital Management, LLC held 76,746 IWR 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 76,746 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $7,462,038.

    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 76,746 shares
    Change vs previous 13F +19,896 shares

    0.2% of the 13F portfolio, value $7,462,038.

    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 56,850 shares
    Change vs previous 13F +35,835 shares

    0.17% of the 13F portfolio, value $5,472,950.

    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 21,015 shares
    Change vs previous 13F -504 shares

    0.06% of the 13F portfolio, value $2,029,060.

    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 21,519 shares
    Change vs previous 13F -10,875 shares

    0.07% of the 13F portfolio, value $1,979,133.

    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 32,394 shares
    Change vs previous 13F -34,195 shares

    0.09% of the 13F portfolio, value $2,755,803.

    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 66,589 shares
    Change vs previous 13F +2,066 shares

    0.19% of the 13F portfolio, value $5,886,467.

    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 64,523 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,687,057.

    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).