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One Wealth Advisors, LLC: IJS position timeline

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

One Wealth Advisors, LLC held 23,603 IJS 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 23,603 shares
    Change vs previous 13F -677 shares

    0.36% of the 13F portfolio, value $3,226,002.

    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 24,280 shares
    Change vs previous 13F +147 shares

    0.36% of the 13F portfolio, value $2,875,942.

    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 24,133 shares
    Change vs previous 13F -1,462 shares

    0.34% of the 13F portfolio, value $2,808,037.

    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 25,595 shares
    Change vs previous 13F -292 shares

    0.36% of the 13F portfolio, value $2,830,504.

    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 25,887 shares
    Change vs previous 13F -872 shares

    0.36% of the 13F portfolio, value $2,575,483.

    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 26,759 shares
    Change vs previous 13F +67 shares

    0.39% of the 13F portfolio, value $2,608,508.

    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 26,692 shares
    Change vs previous 13F -217 shares

    0.43% of the 13F portfolio, value $2,899,004.

    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 26,909 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,897,058.

    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).