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One Wealth Advisors, LLC: CDW position timeline

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

One Wealth Advisors, LLC held 1,863 CDW 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 1,863 shares
    Change vs previous 13F -8,062 shares

    0.03% of the 13F portfolio, value $262,012.

    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 9,925 shares
    Change vs previous 13F +349 shares

    0.15% of the 13F portfolio, value $1,201,124.

    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 9,576 shares
    Change vs previous 13F +2,090 shares

    0.16% of the 13F portfolio, value $1,304,251.

    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 7,486 shares
    Change vs previous 13F -200 shares

    0.15% of the 13F portfolio, value $1,192,370.

    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 7,686 shares
    Change vs previous 13F +1,361 shares

    0.19% of the 13F portfolio, value $1,372,643.

    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 6,325 shares
    Change vs previous 13F +1,953 shares

    0.15% of the 13F portfolio, value $1,013,644.

    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 4,372 shares
    Change vs previous 13F -1,659 shares

    0.11% of the 13F portfolio, value $760,903.

    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 6,031 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,364,815.

    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).