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One Capital Management, LLC: PBE position timeline

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

One Capital Management, LLC held 9,314 PBE 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 9,314 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $737,482.

    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 9,314 shares
    Change vs previous 13F -373 shares

    0.02% of the 13F portfolio, value $737,482.

    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 9,687 shares
    Change vs previous 13F -513 shares

    0.02% of the 13F portfolio, value $795,787.

    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 10,200 shares
    Change vs previous 13F -2,630 shares

    0.02% of the 13F portfolio, value $712,674.

    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 12,830 shares
    Change vs previous 13F -11,033 shares

    0.03% of the 13F portfolio, value $822,419.

    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 23,863 shares
    Change vs previous 13F -276 shares

    0.05% of the 13F portfolio, value $1,513,874.

    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 24,139 shares
    Change vs previous 13F -214 shares

    0.05% of the 13F portfolio, value $1,605,943.

    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 24,353 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,700,326.

    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).