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Disclosery

One Wealth Advisors, LLC: EW position timeline

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

One Wealth Advisors, LLC held 9,145 EW 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 9,145 shares
    Change vs previous 13F +53 shares

    0.09% of the 13F portfolio, value $827,257.

    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 9,092 shares
    Change vs previous 13F +93 shares

    0.09% of the 13F portfolio, value $728,087.

    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 8,999 shares
    Change vs previous 13F +218 shares

    0.09% of the 13F portfolio, value $767,165.

    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 8,781 shares
    Change vs previous 13F -227 shares

    0.09% of the 13F portfolio, value $682,898.

    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 9,008 shares
    Change vs previous 13F -9,296 shares

    0.1% of the 13F portfolio, value $704,516.

    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 18,304 shares
    Change vs previous 13F +6,431 shares

    0.2% of the 13F portfolio, value $1,326,674.

    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 11,873 shares
    Change vs previous 13F -5,305 shares

    0.13% of the 13F portfolio, value $878,958.

    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 17,178 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,133,576.

    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).