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One Wealth Advisors, LLC: AAPL position timeline

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

One Wealth Advisors, LLC held 143,505 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 143,505 shares
    Change vs previous 13F +2,034 shares

    4.58% of the 13F portfolio, value $41,524,551.

    13F-HR 0001951757-26-001117 filed by One Wealth Advisors, 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 141,471 shares
    Change vs previous 13F -7,899 shares

    4.47% of the 13F portfolio, value $35,903,904.

    13F-HR 0001951757-26-000677 filed by One Wealth Advisors, 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 149,370 shares
    Change vs previous 13F -10,939 shares

    4.96% of the 13F portfolio, value $40,607,710.

    13F-HR 0001951757-26-000328 filed by One Wealth Advisors, 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 160,309 shares
    Change vs previous 13F -8,275 shares

    5.12% of the 13F portfolio, value $40,819,557.

    13F-HR 0001951757-25-001243 filed by One Wealth Advisors, 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 168,584 shares
    Change vs previous 13F -8,569 shares

    4.81% of the 13F portfolio, value $34,588,358.

    13F-HR 0001951757-25-000888 filed by One Wealth Advisors, 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 177,153 shares
    Change vs previous 13F -8,568 shares

    5.87% of the 13F portfolio, value $39,350,890.

    13F-HR 0001951757-25-000517 filed by One Wealth Advisors, 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 185,721 shares
    Change vs previous 13F -11,385 shares

    6.9% of the 13F portfolio, value $46,508,352.

    13F-HR 0001951757-25-000129 filed by One Wealth Advisors, 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 197,106 shares
    Change vs previous 13F not available

    7.05% of the 13F portfolio, value $45,925,709.

    13F-HR 0001951757-24-001053 filed by One Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).