Skip to content
Disclosery

One Wealth Advisors, LLC: ILCV position timeline

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

One Wealth Advisors, LLC held 7,248 ILCV 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 7,248 shares
    Change vs previous 13F +104 shares

    0.08% of the 13F portfolio, value $733,788.

    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 7,144 shares
    Change vs previous 13F +196 shares

    0.08% of the 13F portfolio, value $665,392.

    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 6,948 shares
    Change vs previous 13F +219 shares

    0.08% of the 13F portfolio, value $655,613.

    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 6,729 shares
    Change vs previous 13F +130 shares

    0.08% of the 13F portfolio, value $605,745.

    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 6,599 shares
    Change vs previous 13F -20,144 shares

    0.08% of the 13F portfolio, value $550,291.

    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 26,743 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,178,217.

    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).