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One Wealth Advisors, LLC: LQD position timeline

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

One Wealth Advisors, LLC held 22,497 LQD 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 22,497 shares
    Change vs previous 13F +1,448 shares

    0.27% of the 13F portfolio, value $2,453,797.

    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 21,049 shares
    Change vs previous 13F -2,201 shares

    0.29% of the 13F portfolio, value $2,294,180.

    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 23,250 shares
    Change vs previous 13F -3,243 shares

    0.31% of the 13F portfolio, value $2,561,967.

    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 26,493 shares
    Change vs previous 13F +288 shares

    0.37% of the 13F portfolio, value $2,953,225.

    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 26,205 shares
    Change vs previous 13F +382 shares

    0.4% of the 13F portfolio, value $2,872,330.

    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 25,823 shares
    Change vs previous 13F +1,081 shares

    0.42% of the 13F portfolio, value $2,806,702.

    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 24,742 shares
    Change vs previous 13F -1,132 shares

    0.39% of the 13F portfolio, value $2,643,435.

    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 25,874 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $2,923,245.

    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).