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ONE WEALTH CAPITAL MANAGEMENT, LLC: SPY position timeline

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

ONE WEALTH CAPITAL MANAGEMENT, LLC held 1,437 SPY 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 1,437 shares
    Change vs previous 13F +577 shares

    0.31% of the 13F portfolio, value $1,073,108.

    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 860 shares
    Change vs previous 13F +140 shares

    0.27% of the 13F portfolio, value $612,053.

    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 720 shares
    Change vs previous 13F -42 shares

    0.21% of the 13F portfolio, value $490,982.

    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 762 shares
    Change vs previous 13F +82 shares

    0.23% of the 13F portfolio, value $507,629.

    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 680 shares
    Change vs previous 13F +51 shares

    0.2% of the 13F portfolio, value $420,138.

    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).

  6. period ended2025-03-31
    13F 629 shares
    Change vs previous 13F -85 shares

    0.19% of the 13F portfolio, value $351,971.

    13F-HR 0002050308-25-000002 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).

  7. period ended2024-12-31
    13F 714 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $418,579.

    13F-HR 0002050308-25-000001 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).