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One Wealth Advisors, LLC: DSI position timeline

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

One Wealth Advisors, LLC held 36,755 DSI 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 36,755 shares
    Change vs previous 13F -80 shares

    0.58% of the 13F portfolio, value $5,233,544.

    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 36,835 shares
    Change vs previous 13F -3,312 shares

    0.56% of the 13F portfolio, value $4,464,034.

    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 40,147 shares
    Change vs previous 13F -2,473 shares

    0.63% of the 13F portfolio, value $5,172,138.

    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 42,620 shares
    Change vs previous 13F -356 shares

    0.67% of the 13F portfolio, value $5,367,989.

    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 42,976 shares
    Change vs previous 13F -746 shares

    0.69% of the 13F portfolio, value $4,992,092.

    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 43,722 shares
    Change vs previous 13F -3,395 shares

    0.67% of the 13F portfolio, value $4,477,570.

    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 47,117 shares
    Change vs previous 13F -3,915 shares

    0.77% of the 13F portfolio, value $5,194,595.

    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 51,032 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $5,551,732.

    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).