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One Wealth Advisors, LLC: LDEM position timeline

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

One Wealth Advisors, LLC held 7,284 LDEM 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 7,284 shares
    Change vs previous 13F -132 shares

    0.05% of the 13F portfolio, value $439,374.

    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 7,416 shares
    Change vs previous 13F -150 shares

    0.05% of the 13F portfolio, value $429,848.

    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 7,566 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $439,662.

    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 7,566 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $445,885.

    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 7,566 shares
    Change vs previous 13F -142 shares

    0.06% of the 13F portfolio, value $408,110.

    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 7,708 shares
    Change vs previous 13F -2,205 shares

    0.06% of the 13F portfolio, value $375,534.

    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 9,913 shares
    Change vs previous 13F -188 shares

    0.07% of the 13F portfolio, value $449,753.

    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 10,101 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $508,282.

    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).