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One Wealth Advisors, LLC: V position timeline

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

One Wealth Advisors, LLC held 7,840 V 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 7,840 shares
    Change vs previous 13F +261 shares

    0.3% of the 13F portfolio, value $2,689,826.

    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 7,579 shares
    Change vs previous 13F +1,381 shares

    0.29% of the 13F portfolio, value $2,290,677.

    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 6,198 shares
    Change vs previous 13F -193 shares

    0.27% of the 13F portfolio, value $2,173,701.

    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 6,391 shares
    Change vs previous 13F +9 shares

    0.27% of the 13F portfolio, value $2,181,760.

    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 6,382 shares
    Change vs previous 13F -1,716 shares

    0.32% of the 13F portfolio, value $2,265,929.

    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 8,098 shares
    Change vs previous 13F +42 shares

    0.42% of the 13F portfolio, value $2,838,025.

    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 8,056 shares
    Change vs previous 13F +228 shares

    0.38% of the 13F portfolio, value $2,546,018.

    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 7,828 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,152,309.

    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).