ONE WEALTH CAPITAL MANAGEMENT, LLC: GOVT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ONE WEALTH CAPITAL MANAGEMENT, LLC on GOVT, newest first. How the timeline and the estimate are built.
ONE WEALTH CAPITAL MANAGEMENT, LLC held 172,812 GOVT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 172,812 sharesChange vs previous 13F +72,894 shares
1.12% of the 13F portfolio, value $3,936,657.
13F-HR 0002050308-26-000003 filed by ONE WEALTH CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 99,918 sharesChange vs previous 13F +79,211 shares
1% of the 13F portfolio, value $2,286,624.
13F-HR 0002050308-26-000002 filed by ONE WEALTH CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 20,707 sharesChange vs previous 13F +2,537 shares
0.2% of the 13F portfolio, value $476,779.
13F-HR 0002050308-26-000001 filed by ONE WEALTH CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 18,170 sharesChange vs previous 13F +2,212 shares
0.19% of the 13F portfolio, value $420,090.
13F-HR 0002050308-25-000008 filed by ONE WEALTH CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 15,958 sharesChange vs previous 13F +563 shares
0.17% of the 13F portfolio, value $366,715.
13F-HR 0002050308-25-000003 filed by ONE WEALTH CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 15,395 sharesChange vs previous 13F -1,575 shares
0.19% of the 13F portfolio, value $353,854.
13F-HR 0002050308-25-000002 filed by ONE WEALTH CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 16,970 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $389,971.
13F-HR 0002050308-25-000001 filed by ONE WEALTH CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).