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One Wealth Advisors, LLC: QUAL position timeline

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

One Wealth Advisors, LLC held 44,858 QUAL 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 44,858 shares
    Change vs previous 13F -49,068 shares

    1.09% of the 13F portfolio, value $9,843,191.

    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 93,926 shares
    Change vs previous 13F -982 shares

    2.24% of the 13F portfolio, value $18,015,915.

    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 94,908 shares
    Change vs previous 13F -45,280 shares

    2.3% of the 13F portfolio, value $18,850,644.

    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 140,188 shares
    Change vs previous 13F -12,015 shares

    3.42% of the 13F portfolio, value $27,266,551.

    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 152,203 shares
    Change vs previous 13F +5,474 shares

    3.87% of the 13F portfolio, value $27,825,677.

    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 146,729 shares
    Change vs previous 13F +13,899 shares

    3.74% of the 13F portfolio, value $25,074,448.

    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 132,830 shares
    Change vs previous 13F +3,343 shares

    3.51% of the 13F portfolio, value $23,654,293.

    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 129,487 shares
    Change vs previous 13F not available

    3.56% of the 13F portfolio, value $23,216,945.

    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).