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One Wealth Advisors, LLC: EFV position timeline

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

One Wealth Advisors, LLC held 80,912 EFV 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 80,912 shares
    Change vs previous 13F -111,058 shares

    0.68% of the 13F portfolio, value $6,193,814.

    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 191,970 shares
    Change vs previous 13F -95,558 shares

    1.78% of the 13F portfolio, value $14,272,944.

    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 287,528 shares
    Change vs previous 13F -9,279 shares

    2.51% of the 13F portfolio, value $20,532,368.

    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 296,807 shares
    Change vs previous 13F -56,196 shares

    2.53% of the 13F portfolio, value $20,132,402.

    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 353,003 shares
    Change vs previous 13F +102,204 shares

    3.12% of the 13F portfolio, value $22,408,657.

    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 250,799 shares
    Change vs previous 13F -48,816 shares

    2.21% of the 13F portfolio, value $14,782,117.

    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 299,615 shares
    Change vs previous 13F +17,041 shares

    2.33% of the 13F portfolio, value $15,720,821.

    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 282,574 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $16,256,506.

    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).