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One Wealth Advisors, LLC: SUSA position timeline

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

One Wealth Advisors, LLC held 16,354 SUSA 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 16,354 shares
    Change vs previous 13F -51 shares

    0.28% of the 13F portfolio, value $2,523,422.

    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 16,405 shares
    Change vs previous 13F +142 shares

    0.27% of the 13F portfolio, value $2,167,100.

    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 16,263 shares
    Change vs previous 13F -794 shares

    0.28% of the 13F portfolio, value $2,266,168.

    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 17,057 shares
    Change vs previous 13F -29 shares

    0.29% of the 13F portfolio, value $2,313,782.

    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 17,086 shares
    Change vs previous 13F -293 shares

    0.3% of the 13F portfolio, value $2,165,650.

    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 17,379 shares
    Change vs previous 13F +6 shares

    0.3% of the 13F portfolio, value $1,996,326.

    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 17,373 shares
    Change vs previous 13F -23 shares

    0.31% of the 13F portfolio, value $2,112,383.

    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 17,396 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,093,957.

    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).