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One Wealth Advisors, LLC: OVV position timeline

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

One Wealth Advisors, LLC held 5,513 OVV 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 5,513 shares
    Change vs previous 13F -105 shares

    0.03% of the 13F portfolio, value $290,259.

    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 5,618 shares
    Change vs previous 13F -280 shares

    0.04% of the 13F portfolio, value $333,484.

    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 5,898 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $231,143.

    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).