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One Wealth Advisors, LLC: XLG position timeline

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

One Wealth Advisors, LLC held 5,373 XLG 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 5,373 shares
    Change vs previous 13F -2,209 shares

    0.04% of the 13F portfolio, value $328,989.

    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 7,582 shares
    Change vs previous 13F -336,050 shares

    0.05% of the 13F portfolio, value $413,598.

    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 343,632 shares
    Change vs previous 13F +16,819 shares

    2.49% of the 13F portfolio, value $20,370,475.

    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 326,813 shares
    Change vs previous 13F +176,508 shares

    2.36% of the 13F portfolio, value $18,798,284.

    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 150,305 shares
    Change vs previous 13F +46,349 shares

    1.09% of the 13F portfolio, value $7,830,890.

    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 103,956 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $4,784,055.

    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).