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One Wealth Advisors, LLC: EAGG position timeline

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

One Wealth Advisors, LLC held 162,221 EAGG 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 162,221 shares
    Change vs previous 13F +24,624 shares

    0.85% of the 13F portfolio, value $7,690,898.

    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 137,597 shares
    Change vs previous 13F +18,072 shares

    0.81% of the 13F portfolio, value $6,542,737.

    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 119,525 shares
    Change vs previous 13F -6,295 shares

    0.7% of the 13F portfolio, value $5,719,271.

    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 125,820 shares
    Change vs previous 13F +4,056 shares

    0.76% of the 13F portfolio, value $6,043,135.

    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 121,764 shares
    Change vs previous 13F +2,114 shares

    0.8% of the 13F portfolio, value $5,788,661.

    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 119,650 shares
    Change vs previous 13F +13,022 shares

    0.85% of the 13F portfolio, value $5,680,982.

    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 106,628 shares
    Change vs previous 13F -4,641 shares

    0.73% of the 13F portfolio, value $4,951,804.

    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 111,269 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $5,406,561.

    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).