Skip to content
Disclosery

One Wealth Advisors, LLC: MCK position timeline

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

One Wealth Advisors, LLC held 1,977 MCK 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 1,977 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $1,493,821.

    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 1,977 shares
    Change vs previous 13F +5 shares

    0.21% of the 13F portfolio, value $1,710,817.

    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 1,972 shares
    Change vs previous 13F -42 shares

    0.2% of the 13F portfolio, value $1,617,612.

    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 2,014 shares
    Change vs previous 13F -5 shares

    0.2% of the 13F portfolio, value $1,555,896.

    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 2,019 shares
    Change vs previous 13F -324 shares

    0.21% of the 13F portfolio, value $1,479,483.

    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 2,343 shares
    Change vs previous 13F -71 shares

    0.24% of the 13F portfolio, value $1,578,477.

    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 2,414 shares
    Change vs previous 13F +168 shares

    0.2% of the 13F portfolio, value $1,375,763.

    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 2,246 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,112,062.

    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).