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One Wealth Advisors, LLC: SPYM position timeline

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

One Wealth Advisors, LLC held 926,489 SPYM 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 926,489 shares
    Change vs previous 13F +243,137 shares

    8.99% of the 13F portfolio, value $81,419,870.

    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 683,352 shares
    Change vs previous 13F +102,099 shares

    6.51% of the 13F portfolio, value $52,303,776.

    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 581,253 shares
    Change vs previous 13F +10,164 shares

    5.7% of the 13F portfolio, value $46,628,153.

    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 571,089 shares
    Change vs previous 13F +27,607 shares

    5.61% of the 13F portfolio, value $44,739,110.

    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 543,482 shares
    Change vs previous 13F -246,117 shares

    5.49% of the 13F portfolio, value $39,505,725.

    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 789,599 shares
    Change vs previous 13F -68,422 shares

    7.75% of the 13F portfolio, value $51,924,050.

    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 858,021 shares
    Change vs previous 13F +2,491 shares

    8.78% of the 13F portfolio, value $59,151,962.

    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 855,530 shares
    Change vs previous 13F not available

    8.86% of the 13F portfolio, value $57,756,823.

    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).