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One Wealth Advisors, LLC: SYF position timeline

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

One Wealth Advisors, LLC held 10,113 SYF 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 10,113 shares
    Change vs previous 13F +1,408 shares

    0.08% of the 13F portfolio, value $769,094.

    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 8,705 shares
    Change vs previous 13F +505 shares

    0.07% of the 13F portfolio, value $592,114.

    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 8,200 shares
    Change vs previous 13F +248 shares

    0.08% of the 13F portfolio, value $684,126.

    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 7,952 shares
    Change vs previous 13F -265 shares

    0.07% of the 13F portfolio, value $564,990.

    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 8,217 shares
    Change vs previous 13F -324 shares

    0.08% of the 13F portfolio, value $548,403.

    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 8,541 shares
    Change vs previous 13F +2,994 shares

    0.07% of the 13F portfolio, value $452,161.

    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 5,547 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $360,555.

    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).