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One Wealth Advisors, LLC: IWF position timeline

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

One Wealth Advisors, LLC held 115,589 IWF 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 115,589 shares
    Change vs previous 13F +85,621 shares

    1.58% of the 13F portfolio, value $14,352,709.

    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 29,968 shares
    Change vs previous 13F -3,561 shares

    1.59% of the 13F portfolio, value $12,778,526.

    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 33,529 shares
    Change vs previous 13F -803 shares

    1.97% of the 13F portfolio, value $16,117,482.

    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 34,332 shares
    Change vs previous 13F -214 shares

    2.02% of the 13F portfolio, value $16,081,590.

    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 34,546 shares
    Change vs previous 13F -455 shares

    2.04% of the 13F portfolio, value $14,667,640.

    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 35,001 shares
    Change vs previous 13F -1,736 shares

    1.89% of the 13F portfolio, value $12,638,374.

    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 36,737 shares
    Change vs previous 13F +2,498 shares

    2.19% of the 13F portfolio, value $14,752,816.

    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 34,239 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $12,852,655.

    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).