One Wealth Advisors, LLC: BAI position timeline

One Wealth Advisors, LLC held 260,734 BAI 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 260,734 shares

   Change vs previous 13F -71,426 shares

   1.52% of the 13F portfolio, value $13,745,918.

   13F-HR 0001951757-26-001117 filed by One Wealth Advisors, LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 332,160 shares

   Change vs previous 13F +20,857 shares

   1.36% of the 13F portfolio, value $10,944,685.

   13F-HR 0001951757-26-000677 filed by One Wealth Advisors, LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 311,303 shares

   Change vs previous 13F +29,692 shares

   1.27% of the 13F portfolio, value $10,366,395.

   13F-HR 0001951757-26-000328 filed by One Wealth Advisors, LLC
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 281,611 shares

   Change vs previous 13F +165,869 shares

   1.21% of the 13F portfolio, value $9,619,832.

   13F-HR 0001951757-25-001243 filed by One Wealth Advisors, LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 115,742 shares

   Change vs previous 13F not available

   0.46% of the 13F portfolio, value $3,339,157.

   13F-HR 0001951757-25-000888 filed by One Wealth Advisors, LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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