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Disclosery

One Capital Management, LLC: SPDW position timeline

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

One Capital Management, LLC held 88,390 SPDW 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 88,390 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $4,035,003.

    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 88,390 shares
    Change vs previous 13F +15,214 shares

    0.11% of the 13F portfolio, value $4,035,003.

    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 73,176 shares
    Change vs previous 13F +16,550 shares

    0.1% of the 13F portfolio, value $3,249,746.

    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 56,626 shares
    Change vs previous 13F -235 shares

    0.08% of the 13F portfolio, value $2,423,026.

    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 56,861 shares
    Change vs previous 13F -294 shares

    0.08% of the 13F portfolio, value $2,302,301.

    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 57,155 shares
    Change vs previous 13F +726 shares

    0.07% of the 13F portfolio, value $2,081,013.

    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 56,429 shares
    Change vs previous 13F -6,258 shares

    0.06% of the 13F portfolio, value $1,925,921.

    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 62,687 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,354,523.

    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).