Skip to content
Disclosery

One Wealth Advisors, LLC: XTEN position timeline

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

One Wealth Advisors, LLC held 223,600 XTEN 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 223,600 shares
    Change vs previous 13F -139,182 shares

    1.13% of the 13F portfolio, value $10,191,666.

    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 362,782 shares
    Change vs previous 13F +22,960 shares

    2.07% of the 13F portfolio, value $16,637,160.

    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 339,822 shares
    Change vs previous 13F -635 shares

    1.92% of the 13F portfolio, value $15,706,550.

    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 340,457 shares
    Change vs previous 13F +34,294 shares

    1.99% of the 13F portfolio, value $15,875,526.

    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 306,163 shares
    Change vs previous 13F +154,387 shares

    1.97% of the 13F portfolio, value $14,132,484.

    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 151,776 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $7,068,208.

    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).