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One Wealth Advisors, LLC: LCTD position timeline

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

One Wealth Advisors, LLC held 17,771 LCTD 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 17,771 shares
    Change vs previous 13F -1,261 shares

    0.11% of the 13F portfolio, value $1,024,619.

    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 19,032 shares
    Change vs previous 13F -370 shares

    0.13% of the 13F portfolio, value $1,052,189.

    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 19,402 shares
    Change vs previous 13F -5,794 shares

    0.13% of the 13F portfolio, value $1,060,513.

    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 25,196 shares
    Change vs previous 13F -1,505 shares

    0.17% of the 13F portfolio, value $1,342,722.

    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 26,701 shares
    Change vs previous 13F -905 shares

    0.19% of the 13F portfolio, value $1,358,066.

    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 27,606 shares
    Change vs previous 13F -5,996 shares

    0.19% of the 13F portfolio, value $1,275,121.

    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 33,602 shares
    Change vs previous 13F -246 shares

    0.22% of the 13F portfolio, value $1,462,315.

    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 33,848 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,646,739.

    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).