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One Wealth Advisors, LLC: GOVT position timeline

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

One Wealth Advisors, LLC held 583,146 GOVT 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 583,146 shares
    Change vs previous 13F +37,461 shares

    1.47% of the 13F portfolio, value $13,284,072.

    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 545,685 shares
    Change vs previous 13F +456,808 shares

    1.56% of the 13F portfolio, value $12,501,653.

    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 88,877 shares
    Change vs previous 13F +9,721 shares

    0.25% of the 13F portfolio, value $2,046,402.

    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 79,156 shares
    Change vs previous 13F +11,759 shares

    0.23% of the 13F portfolio, value $1,830,089.

    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 67,397 shares
    Change vs previous 13F +6,075 shares

    0.22% of the 13F portfolio, value $1,548,793.

    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 61,322 shares
    Change vs previous 13F +2,758 shares

    0.21% of the 13F portfolio, value $1,409,496.

    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 58,564 shares
    Change vs previous 13F +4,372 shares

    0.2% of the 13F portfolio, value $1,345,810.

    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 54,192 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,270,812.

    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).