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One Wealth Advisors, LLC: SPMO position timeline

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

One Wealth Advisors, LLC held 66,292 SPMO 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 66,292 shares
    Change vs previous 13F -19,422 shares

    1.18% of the 13F portfolio, value $10,708,729.

    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 85,714 shares
    Change vs previous 13F +2,913 shares

    1.2% of the 13F portfolio, value $9,609,453.

    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 82,801 shares
    Change vs previous 13F +30,569 shares

    1.21% of the 13F portfolio, value $9,879,815.

    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 52,232 shares
    Change vs previous 13F +1,274 shares

    0.79% of the 13F portfolio, value $6,323,206.

    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 50,958 shares
    Change vs previous 13F +795 shares

    0.8% of the 13F portfolio, value $5,731,246.

    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 50,163 shares
    Change vs previous 13F -2,404 shares

    0.69% of the 13F portfolio, value $4,641,582.

    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 52,567 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $4,994,391.

    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).