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One Wealth Advisors, LLC: ESGD position timeline

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

One Wealth Advisors, LLC held 25,675 ESGD 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 25,675 shares
    Change vs previous 13F -3,685 shares

    0.29% of the 13F portfolio, value $2,639,647.

    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 29,360 shares
    Change vs previous 13F -437 shares

    0.35% of the 13F portfolio, value $2,807,403.

    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 29,797 shares
    Change vs previous 13F -1,641 shares

    0.35% of the 13F portfolio, value $2,833,397.

    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 31,438 shares
    Change vs previous 13F +4,453 shares

    0.37% of the 13F portfolio, value $2,923,105.

    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 26,985 shares
    Change vs previous 13F +6,718 shares

    0.33% of the 13F portfolio, value $2,407,602.

    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 20,267 shares
    Change vs previous 13F -231 shares

    0.25% of the 13F portfolio, value $1,655,611.

    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 20,498 shares
    Change vs previous 13F +928 shares

    0.23% of the 13F portfolio, value $1,560,718.

    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 19,570 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,647,207.

    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).