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One Wealth Advisors, LLC: USMV position timeline

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

One Wealth Advisors, LLC held 27,093 USMV 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 27,093 shares
    Change vs previous 13F -2,546 shares

    0.29% of the 13F portfolio, value $2,613,391.

    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 29,639 shares
    Change vs previous 13F +1,204 shares

    0.34% of the 13F portfolio, value $2,748,755.

    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 28,435 shares
    Change vs previous 13F -7,027 shares

    0.34% of the 13F portfolio, value $2,793,898.

    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 35,462 shares
    Change vs previous 13F +1,033 shares

    0.42% of the 13F portfolio, value $3,373,827.

    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 34,429 shares
    Change vs previous 13F -2,574 shares

    0.45% of the 13F portfolio, value $3,231,850.

    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 37,003 shares
    Change vs previous 13F +4,529 shares

    0.52% of the 13F portfolio, value $3,465,690.

    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 32,474 shares
    Change vs previous 13F -1,110 shares

    0.43% of the 13F portfolio, value $2,883,354.

    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 33,584 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $3,066,542.

    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).