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One Wealth Advisors, LLC: WDFC position timeline

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

One Wealth Advisors, LLC held 6,996 WDFC 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 6,996 shares
    Change vs previous 13F -900 shares

    0.19% of the 13F portfolio, value $1,704,505.

    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 7,896 shares
    Change vs previous 13F -900 shares

    0.2% of the 13F portfolio, value $1,610,310.

    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 8,796 shares
    Change vs previous 13F -900 shares

    0.21% of the 13F portfolio, value $1,731,932.

    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 9,696 shares
    Change vs previous 13F -900 shares

    0.24% of the 13F portfolio, value $1,915,930.

    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 10,596 shares
    Change vs previous 13F -900 shares

    0.34% of the 13F portfolio, value $2,416,842.

    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 11,496 shares
    Change vs previous 13F -900 shares

    0.42% of the 13F portfolio, value $2,805,024.

    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 12,396 shares
    Change vs previous 13F -900 shares

    0.45% of the 13F portfolio, value $3,008,261.

    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 13,296 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $3,428,772.

    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).