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One Wealth Advisors, LLC: SUSB position timeline

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

One Wealth Advisors, LLC held 103,213 SUSB 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 103,213 shares
    Change vs previous 13F +92,312 shares

    0.28% of the 13F portfolio, value $2,579,293.

    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 10,901 shares
    Change vs previous 13F -6,625 shares

    0.03% of the 13F portfolio, value $273,233.

    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 17,526 shares
    Change vs previous 13F -4,600 shares

    0.05% of the 13F portfolio, value $442,356.

    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 22,126 shares
    Change vs previous 13F -323 shares

    0.07% of the 13F portfolio, value $560,009.

    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 22,449 shares
    Change vs previous 13F -3,404 shares

    0.08% of the 13F portfolio, value $565,041.

    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 25,853 shares
    Change vs previous 13F -74,226 shares

    0.1% of the 13F portfolio, value $646,066.

    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 100,079 shares
    Change vs previous 13F +42,992 shares

    0.37% of the 13F portfolio, value $2,471,951.

    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 57,087 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,436,309.

    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).