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One Wealth Advisors, LLC: USXF position timeline

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

One Wealth Advisors, LLC held 71,552 USXF 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 71,552 shares
    Change vs previous 13F -641 shares

    0.55% of the 13F portfolio, value $4,969,286.

    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 72,193 shares
    Change vs previous 13F -2,360 shares

    0.5% of the 13F portfolio, value $3,985,054.

    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 74,553 shares
    Change vs previous 13F -4,417 shares

    0.52% of the 13F portfolio, value $4,292,762.

    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 78,970 shares
    Change vs previous 13F -16,826 shares

    0.57% of the 13F portfolio, value $4,525,771.

    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 95,796 shares
    Change vs previous 13F -24,401 shares

    0.72% of the 13F portfolio, value $5,166,278.

    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 120,197 shares
    Change vs previous 13F -15 shares

    0.84% of the 13F portfolio, value $5,609,594.

    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 120,212 shares
    Change vs previous 13F +8,111 shares

    0.89% of the 13F portfolio, value $5,976,941.

    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 112,101 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $5,501,917.

    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).