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One Wealth Advisors, LLC: ESGE position timeline

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

One Wealth Advisors, LLC held 46,912 ESGE 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 46,912 shares
    Change vs previous 13F -8,084 shares

    0.28% of the 13F portfolio, value $2,565,617.

    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 54,996 shares
    Change vs previous 13F -4,471 shares

    0.31% of the 13F portfolio, value $2,500,668.

    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 59,467 shares
    Change vs previous 13F +7,539 shares

    0.32% of the 13F portfolio, value $2,626,657.

    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 51,928 shares
    Change vs previous 13F +3,208 shares

    0.28% of the 13F portfolio, value $2,254,714.

    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 48,720 shares
    Change vs previous 13F +1,632 shares

    0.27% of the 13F portfolio, value $1,908,362.

    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 47,088 shares
    Change vs previous 13F -6,386 shares

    0.25% of the 13F portfolio, value $1,645,726.

    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 53,474 shares
    Change vs previous 13F -1,767 shares

    0.26% of the 13F portfolio, value $1,785,497.

    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 55,241 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,011,325.

    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).