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One Wealth Advisors, LLC: FLEX position timeline

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

One Wealth Advisors, LLC held 3,376 FLEX 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 3,376 shares
    Change vs previous 13F -2,789 shares

    0.06% of the 13F portfolio, value $547,148.

    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 6,165 shares
    Change vs previous 13F -6,470 shares

    0.05% of the 13F portfolio, value $403,561.

    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 12,635 shares
    Change vs previous 13F -1,611 shares

    0.09% of the 13F portfolio, value $763,407.

    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 14,246 shares
    Change vs previous 13F -987 shares

    0.1% of the 13F portfolio, value $825,841.

    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 15,233 shares
    Change vs previous 13F +3,184 shares

    0.11% of the 13F portfolio, value $760,431.

    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 12,049 shares
    Change vs previous 13F +2,470 shares

    0.06% of the 13F portfolio, value $398,581.

    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 9,579 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $367,738.

    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).