Skip to content
Disclosery

One Wealth Advisors, LLC: UPS position timeline

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

One Wealth Advisors, LLC held 4,305 UPS 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 4,305 shares
    Change vs previous 13F -10 shares

    0.05% of the 13F portfolio, value $462,788.

    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 4,315 shares
    Change vs previous 13F +1,424 shares

    0.05% of the 13F portfolio, value $424,510.

    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 2,891 shares
    Change vs previous 13F -315 shares

    0.04% of the 13F portfolio, value $286,758.

    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 3,206 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $267,797.

    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).