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One Wealth Advisors, LLC: MBB position timeline

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

One Wealth Advisors, LLC held 134,132 MBB 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 134,132 shares
    Change vs previous 13F +7,979 shares

    1.4% of the 13F portfolio, value $12,678,187.

    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 126,153 shares
    Change vs previous 13F +3,448 shares

    1.49% of the 13F portfolio, value $11,978,258.

    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 122,705 shares
    Change vs previous 13F +8,299 shares

    1.43% of the 13F portfolio, value $11,683,929.

    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 114,406 shares
    Change vs previous 13F +9,072 shares

    1.37% of the 13F portfolio, value $10,885,733.

    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 105,334 shares
    Change vs previous 13F +3,599 shares

    1.38% of the 13F portfolio, value $9,889,811.

    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 101,735 shares
    Change vs previous 13F -13,852 shares

    1.42% of the 13F portfolio, value $9,540,710.

    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 115,587 shares
    Change vs previous 13F +8,089 shares

    1.57% of the 13F portfolio, value $10,597,018.

    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 107,498 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $10,299,385.

    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).