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One Wealth Advisors, LLC: TLH position timeline

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

One Wealth Advisors, LLC held 3,917 TLH 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 3,917 shares
    Change vs previous 13F -29,264 shares

    0.04% of the 13F portfolio, value $393,071.

    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 33,181 shares
    Change vs previous 13F -38,686 shares

    0.42% of the 13F portfolio, value $3,341,990.

    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 71,867 shares
    Change vs previous 13F +2,510 shares

    0.89% of the 13F portfolio, value $7,306,718.

    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 69,357 shares
    Change vs previous 13F +18,965 shares

    0.9% of the 13F portfolio, value $7,143,077.

    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 50,392 shares
    Change vs previous 13F +4,989 shares

    0.71% of the 13F portfolio, value $5,119,827.

    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 45,403 shares
    Change vs previous 13F +1,666 shares

    0.7% of the 13F portfolio, value $4,710,561.

    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 43,737 shares
    Change vs previous 13F -669 shares

    0.65% of the 13F portfolio, value $4,353,581.

    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 44,406 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $4,854,908.

    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).