Skip to content
Disclosery

ONE WEALTH CAPITAL MANAGEMENT, LLC: USMV position timeline

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

ONE WEALTH CAPITAL MANAGEMENT, LLC held 5,300 USMV 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 5,300 shares
    Change vs previous 13F +1,421 shares

    0.15% of the 13F portfolio, value $511,238.

    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 3,879 shares
    Change vs previous 13F +19 shares

    0.16% of the 13F portfolio, value $363,773.

    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 3,860 shares
    Change vs previous 13F +63 shares

    0.15% of the 13F portfolio, value $363,458.

    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 3,797 shares
    Change vs previous 13F +150 shares

    0.16% of the 13F portfolio, value $361,210.

    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 3,647 shares
    Change vs previous 13F -15 shares

    0.16% of the 13F portfolio, value $342,307.

    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 3,662 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $342,946.

    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).