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One Wealth Advisors, LLC: MUB position timeline

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

One Wealth Advisors, LLC held 254,110 MUB 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 254,110 shares
    Change vs previous 13F +3,523 shares

    3.02% of the 13F portfolio, value $27,347,318.

    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 250,587 shares
    Change vs previous 13F +9,674 shares

    3.31% of the 13F portfolio, value $26,599,810.

    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 240,913 shares
    Change vs previous 13F +25,006 shares

    3.15% of the 13F portfolio, value $25,804,191.

    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 215,907 shares
    Change vs previous 13F +22,292 shares

    2.89% of the 13F portfolio, value $22,991,936.

    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 193,615 shares
    Change vs previous 13F +49,591 shares

    2.81% of the 13F portfolio, value $20,228,895.

    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 144,024 shares
    Change vs previous 13F -30,274 shares

    2.27% of the 13F portfolio, value $15,185,891.

    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 174,298 shares
    Change vs previous 13F +53,949 shares

    2.76% of the 13F portfolio, value $18,571,452.

    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 120,349 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $13,073,512.

    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).