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Disclosery

One Capital Management, LLC: IWS position timeline

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

One Capital Management, LLC held 77,058 IWS 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 77,058 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $11,230,573.

    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 77,058 shares
    Change vs previous 13F -12,775 shares

    0.31% of the 13F portfolio, value $11,230,573.

    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 89,833 shares
    Change vs previous 13F -168,110 shares

    0.38% of the 13F portfolio, value $12,671,054.

    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 257,943 shares
    Change vs previous 13F +2,065 shares

    1.15% of the 13F portfolio, value $36,026,971.

    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 255,878 shares
    Change vs previous 13F -47,681 shares

    1.17% of the 13F portfolio, value $33,811,831.

    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 303,559 shares
    Change vs previous 13F -18,196 shares

    1.29% of the 13F portfolio, value $38,239,393.

    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 321,755 shares
    Change vs previous 13F -16,458 shares

    1.38% of the 13F portfolio, value $41,615,791.

    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 338,213 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $44,728,669.

    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).