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ONE WEALTH CAPITAL MANAGEMENT, LLC: BAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ONE WEALTH CAPITAL MANAGEMENT, LLC on BAI, newest first. How the timeline and the estimate are built.

ONE WEALTH CAPITAL MANAGEMENT, LLC held 103,328 BAI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 103,328 shares
    Change vs previous 13F -1,707 shares

    1.55% of the 13F portfolio, value $5,447,452.

    13F-HR 0002050308-26-000003 filed by ONE WEALTH CAPITAL MANAGEMENT, 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 105,035 shares
    Change vs previous 13F +10,549 shares

    1.88% of the 13F portfolio, value $4,296,982.

    13F-HR 0002050308-26-000002 filed by ONE WEALTH CAPITAL MANAGEMENT, 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 94,486 shares
    Change vs previous 13F +5,813 shares

    1.34% of the 13F portfolio, value $3,146,384.

    13F-HR 0002050308-26-000001 filed by ONE WEALTH CAPITAL MANAGEMENT, 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 88,673 shares
    Change vs previous 13F +53,455 shares

    1.36% of the 13F portfolio, value $3,029,070.

    13F-HR 0002050308-25-000008 filed by ONE WEALTH CAPITAL MANAGEMENT, 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 35,218 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,016,039.

    13F-HR 0002050308-25-000003 filed by ONE WEALTH CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).