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One Wealth Management Investment & Advisory Services, LLC: FVR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of One Wealth Management Investment & Advisory Services, LLC on FVR, newest first. How the timeline and the estimate are built.

One Wealth Management Investment & Advisory Services, LLC held 12,733 FVR shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,733 shares
    Change vs previous 13F -151,562 shares

    0.27% of the 13F portfolio, value $257,589.

    13F-HR 0002009427-26-000005 filed by One Wealth Management Investment & Advisory Services, 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 164,295 shares
    Change vs previous 13F -1,125 shares

    3.06% of the 13F portfolio, value $2,541,644.

    13F-HR 0002009427-26-000004 filed by One Wealth Management Investment & Advisory Services, 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 165,420 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $2,441,599.

    13F-HR 0002009427-26-000002 filed by One Wealth Management Investment & Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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