Skip to content
Disclosery

One Wealth Advisors, LLC: LCTU position timeline

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

One Wealth Advisors, LLC held 131,079 LCTU 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 131,079 shares
    Change vs previous 13F -1,127 shares

    1.16% of the 13F portfolio, value $10,507,293.

    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 132,206 shares
    Change vs previous 13F -9,748 shares

    1.15% of the 13F portfolio, value $9,272,571.

    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 141,954 shares
    Change vs previous 13F -8,092 shares

    1.29% of the 13F portfolio, value $10,517,499.

    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 150,046 shares
    Change vs previous 13F -540 shares

    1.37% of the 13F portfolio, value $10,890,143.

    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 150,586 shares
    Change vs previous 13F -371 shares

    1.41% of the 13F portfolio, value $10,130,221.

    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 150,957 shares
    Change vs previous 13F -10,294 shares

    1.37% of the 13F portfolio, value $9,148,749.

    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 161,251 shares
    Change vs previous 13F -8,176 shares

    1.53% of the 13F portfolio, value $10,328,127.

    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 169,427 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $10,629,850.

    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).