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Disclosery

One Wealth Advisors, LLC: TLK position timeline

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

One Wealth Advisors, LLC held 17,687 TLK 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 17,687 shares
    Change vs previous 13F -486 shares

    0.03% of the 13F portfolio, value $237,536.

    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 18,173 shares
    Change vs previous 13F +328 shares

    0.04% of the 13F portfolio, value $339,472.

    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 17,845 shares
    Change vs previous 13F -128 shares

    0.05% of the 13F portfolio, value $375,637.

    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 17,973 shares
    Change vs previous 13F -571 shares

    0.04% of the 13F portfolio, value $338,252.

    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 18,544 shares
    Change vs previous 13F +438 shares

    0.04% of the 13F portfolio, value $314,135.

    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 18,106 shares
    Change vs previous 13F +18,106 shares

    0.04% of the 13F portfolio, value $267,426.

    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 0 shares
    Change vs previous 13F -16,572 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 16,572 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $327,794.

    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).