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One Wealth Advisors, LLC: BINC position timeline

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

One Wealth Advisors, LLC held 53,156 BINC 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 53,156 shares
    Change vs previous 13F -85,544 shares

    0.31% of the 13F portfolio, value $2,782,211.

    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 138,700 shares
    Change vs previous 13F -32,515 shares

    0.9% of the 13F portfolio, value $7,202,717.

    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 171,215 shares
    Change vs previous 13F +12,622 shares

    1.1% of the 13F portfolio, value $9,035,016.

    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 158,593 shares
    Change vs previous 13F +16,926 shares

    1.06% of the 13F portfolio, value $8,443,474.

    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 141,667 shares
    Change vs previous 13F +10,894 shares

    1.04% of the 13F portfolio, value $7,485,684.

    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 130,773 shares
    Change vs previous 13F +3,257 shares

    1.02% of the 13F portfolio, value $6,849,890.

    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 127,516 shares
    Change vs previous 13F +7,969 shares

    0.98% of the 13F portfolio, value $6,633,382.

    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 119,547 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $6,399,351.

    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).