Skip to content
Disclosery

One Wealth Advisors, LLC: SHLD position timeline

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

One Wealth Advisors, LLC held 122,090 SHLD 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 122,090 shares
    Change vs previous 13F +13,993 shares

    0.8% of the 13F portfolio, value $7,289,964.

    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 108,097 shares
    Change vs previous 13F +40,694 shares

    0.95% of the 13F portfolio, value $7,657,582.

    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 67,403 shares
    Change vs previous 13F +6,977 shares

    0.53% of the 13F portfolio, value $4,367,040.

    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 60,426 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $4,244,322.

    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).