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One Wealth Advisors, LLC: WDC position timeline

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

One Wealth Advisors, LLC held 2,342 WDC 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 2,342 shares
    Change vs previous 13F -2,092 shares

    0.17% of the 13F portfolio, value $1,495,882.

    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 4,434 shares
    Change vs previous 13F +161 shares

    0.15% of the 13F portfolio, value $1,199,353.

    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 4,273 shares
    Change vs previous 13F +2,126 shares

    0.09% of the 13F portfolio, value $736,110.

    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 2,147 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $257,769.

    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).