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One Wealth Advisors, LLC: SUSC position timeline

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

One Wealth Advisors, LLC held 294,788 SUSC 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 294,788 shares
    Change vs previous 13F -23,756 shares

    0.75% of the 13F portfolio, value $6,824,754.

    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 318,544 shares
    Change vs previous 13F +3,399 shares

    0.92% of the 13F portfolio, value $7,370,375.

    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 315,145 shares
    Change vs previous 13F -7,735 shares

    0.9% of the 13F portfolio, value $7,369,571.

    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 322,880 shares
    Change vs previous 13F +19,137 shares

    0.95% of the 13F portfolio, value $7,607,053.

    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 303,743 shares
    Change vs previous 13F +36,381 shares

    0.98% of the 13F portfolio, value $7,055,950.

    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 267,362 shares
    Change vs previous 13F -19,125 shares

    0.92% of the 13F portfolio, value $6,165,368.

    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 286,487 shares
    Change vs previous 13F -29,965 shares

    0.97% of the 13F portfolio, value $6,508,985.

    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 316,452 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $7,528,393.

    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).