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One Wealth Advisors, LLC: IUSB position timeline

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

One Wealth Advisors, LLC held 621,674 IUSB 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 621,674 shares
    Change vs previous 13F +255,655 shares

    3.17% of the 13F portfolio, value $28,690,275.

    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 366,019 shares
    Change vs previous 13F +22,668 shares

    2.11% of the 13F portfolio, value $16,906,437.

    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 343,351 shares
    Change vs previous 13F +36,109 shares

    1.95% of the 13F portfolio, value $15,979,575.

    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 307,242 shares
    Change vs previous 13F -75,238 shares

    1.8% of the 13F portfolio, value $14,351,275.

    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 382,480 shares
    Change vs previous 13F -95,163 shares

    2.46% of the 13F portfolio, value $17,682,051.

    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 477,643 shares
    Change vs previous 13F -15,669 shares

    3.29% of the 13F portfolio, value $22,009,790.

    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 493,312 shares
    Change vs previous 13F -112,954 shares

    3.31% of the 13F portfolio, value $22,297,703.

    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 606,266 shares
    Change vs previous 13F not available

    4.38% of the 13F portfolio, value $28,567,255.

    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).