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One Wealth Advisors, LLC: STIP position timeline

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

One Wealth Advisors, LLC held 9,584 STIP 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 9,584 shares
    Change vs previous 13F +878 shares

    0.11% of the 13F portfolio, value $979,101.

    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 8,706 shares
    Change vs previous 13F +1,891 shares

    0.11% of the 13F portfolio, value $900,462.

    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 6,815 shares
    Change vs previous 13F -16,090 shares

    0.09% of the 13F portfolio, value $697,788.

    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 22,905 shares
    Change vs previous 13F +1,397 shares

    0.3% of the 13F portfolio, value $2,367,461.

    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 21,508 shares
    Change vs previous 13F +13,965 shares

    0.31% of the 13F portfolio, value $2,213,388.

    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 7,543 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $780,474.

    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).