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One Wealth Advisors, LLC: TDC position timeline

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

One Wealth Advisors, LLC held 17,989 TDC 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 17,989 shares
    Change vs previous 13F +2,486 shares

    0.07% of the 13F portfolio, value $623,319.

    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 15,503 shares
    Change vs previous 13F +1,153 shares

    0.05% of the 13F portfolio, value $397,342.

    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 14,350 shares
    Change vs previous 13F +864 shares

    0.05% of the 13F portfolio, value $436,814.

    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 13,486 shares
    Change vs previous 13F +823 shares

    0.04% of the 13F portfolio, value $290,084.

    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 12,663 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $282,512.

    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).