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One Wealth Advisors, LLC: SUSL position timeline

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

One Wealth Advisors, LLC held 61,596 SUSL 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 61,596 shares
    Change vs previous 13F -206 shares

    0.9% of the 13F portfolio, value $8,177,485.

    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 61,802 shares
    Change vs previous 13F -1,320 shares

    0.87% of the 13F portfolio, value $7,020,868.

    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 63,122 shares
    Change vs previous 13F -705 shares

    0.94% of the 13F portfolio, value $7,654,571.

    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 63,827 shares
    Change vs previous 13F -1,169 shares

    0.94% of the 13F portfolio, value $7,470,573.

    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 64,996 shares
    Change vs previous 13F -5,168 shares

    0.98% of the 13F portfolio, value $7,042,317.

    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 70,164 shares
    Change vs previous 13F -11,888 shares

    1% of the 13F portfolio, value $6,722,413.

    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 82,052 shares
    Change vs previous 13F +128 shares

    1.25% of the 13F portfolio, value $8,454,638.

    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 81,924 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $8,316,924.

    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).