Skip to content
Disclosery

One Wealth Advisors, LLC: CPRT position timeline

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

One Wealth Advisors, LLC held 26,054 CPRT 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 26,054 shares
    Change vs previous 13F +144 shares

    0.08% of the 13F portfolio, value $734,462.

    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 25,910 shares
    Change vs previous 13F +6,161 shares

    0.11% of the 13F portfolio, value $860,212.

    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 19,749 shares
    Change vs previous 13F -6,194 shares

    0.09% of the 13F portfolio, value $773,173.

    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 25,943 shares
    Change vs previous 13F -364 shares

    0.15% of the 13F portfolio, value $1,166,657.

    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 26,307 shares
    Change vs previous 13F -166 shares

    0.18% of the 13F portfolio, value $1,290,884.

    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 26,473 shares
    Change vs previous 13F +129 shares

    0.22% of the 13F portfolio, value $1,498,107.

    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 26,344 shares
    Change vs previous 13F +921 shares

    0.22% of the 13F portfolio, value $1,511,882.

    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 25,423 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,332,165.

    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).