Skip to content
Disclosery

One Wealth Advisors, LLC: ESGU position timeline

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

One Wealth Advisors, LLC held 101,285 ESGU 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 101,285 shares
    Change vs previous 13F -138 shares

    1.83% of the 13F portfolio, value $16,577,316.

    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 101,423 shares
    Change vs previous 13F -4,575 shares

    1.79% of the 13F portfolio, value $14,343,241.

    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 105,998 shares
    Change vs previous 13F -9,141 shares

    1.93% of the 13F portfolio, value $15,791,582.

    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 115,139 shares
    Change vs previous 13F +8,752 shares

    2.1% of the 13F portfolio, value $16,764,238.

    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 106,387 shares
    Change vs previous 13F -2,023 shares

    2% of the 13F portfolio, value $14,394,161.

    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 108,410 shares
    Change vs previous 13F -8,555 shares

    1.97% of the 13F portfolio, value $13,216,263.

    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 116,965 shares
    Change vs previous 13F -593 shares

    2.24% of the 13F portfolio, value $15,067,488.

    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 117,558 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $14,833,410.

    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).