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One Wealth Advisors, LLC: EUSB position timeline

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

One Wealth Advisors, LLC held 93,372 EUSB 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 93,372 shares
    Change vs previous 13F +14,556 shares

    0.45% of the 13F portfolio, value $4,057,013.

    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 78,816 shares
    Change vs previous 13F -3,002 shares

    0.43% of the 13F portfolio, value $3,428,496.

    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 81,818 shares
    Change vs previous 13F -3,944 shares

    0.44% of the 13F portfolio, value $3,592,628.

    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 85,762 shares
    Change vs previous 13F -18,957 shares

    0.47% of the 13F portfolio, value $3,766,667.

    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 104,719 shares
    Change vs previous 13F +9,235 shares

    0.63% of the 13F portfolio, value $4,560,512.

    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 95,484 shares
    Change vs previous 13F -8,175 shares

    0.62% of the 13F portfolio, value $4,136,367.

    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 103,659 shares
    Change vs previous 13F -28,343 shares

    0.65% of the 13F portfolio, value $4,403,434.

    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 132,002 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $5,847,689.

    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).