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One Wealth Advisors, LLC: IGM position timeline

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

One Wealth Advisors, LLC held 11,527 IGM 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 11,527 shares
    Change vs previous 13F -131 shares

    0.21% of the 13F portfolio, value $1,885,587.

    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 11,658 shares
    Change vs previous 13F -1,452 shares

    0.17% of the 13F portfolio, value $1,381,590.

    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 13,110 shares
    Change vs previous 13F -160 shares

    0.21% of the 13F portfolio, value $1,693,288.

    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 13,270 shares
    Change vs previous 13F -1,253 shares

    0.21% of the 13F portfolio, value $1,671,357.

    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 14,523 shares
    Change vs previous 13F +1,443 shares

    0.23% of the 13F portfolio, value $1,631,514.

    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 13,080 shares
    Change vs previous 13F +3,813 shares

    0.18% of the 13F portfolio, value $1,185,964.

    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 9,267 shares
    Change vs previous 13F -68 shares

    0.14% of the 13F portfolio, value $946,068.

    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 9,335 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $895,600.

    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).