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One Wealth Advisors, LLC: FMX position timeline

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

One Wealth Advisors, LLC held 8,505 FMX 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 8,505 shares
    Change vs previous 13F -135 shares

    0.12% of the 13F portfolio, value $1,087,790.

    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 8,640 shares
    Change vs previous 13F +156 shares

    0.12% of the 13F portfolio, value $959,558.

    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 8,484 shares
    Change vs previous 13F +1,451 shares

    0.1% of the 13F portfolio, value $857,478.

    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 7,033 shares
    Change vs previous 13F +209 shares

    0.09% of the 13F portfolio, value $693,665.

    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 6,824 shares
    Change vs previous 13F +447 shares

    0.1% of the 13F portfolio, value $702,736.

    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 6,377 shares
    Change vs previous 13F +1,305 shares

    0.09% of the 13F portfolio, value $622,268.

    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 5,072 shares
    Change vs previous 13F -1,720 shares

    0.06% of the 13F portfolio, value $433,605.

    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 6,792 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $670,438.

    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).