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One Wealth Management Investment & Advisory Services, LLC: GOOGL 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 GOOGL, newest first. How the timeline and the estimate are built.

One Wealth Management Investment & Advisory Services, LLC held 15,832 GOOGL 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 15,832 shares
    Change vs previous 13F -3,745 shares

    5.94% of the 13F portfolio, value $5,657,934.

    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 19,577 shares
    Change vs previous 13F -92 shares

    6.78% of the 13F portfolio, value $5,629,640.

    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 19,669 shares
    Change vs previous 13F -146 shares

    6.71% of the 13F portfolio, value $6,156,482.

    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).

  4. period ended2025-09-30
    13F 19,815 shares
    Change vs previous 13F +217 shares

    5.59% of the 13F portfolio, value $4,817,076.

    13F-HR 0002009427-25-000008 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).

  5. period ended2025-06-30
    13F 19,598 shares
    Change vs previous 13F +193 shares

    4.45% of the 13F portfolio, value $3,453,777.

    13F-HR 0002009427-25-000006 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).

  6. period ended2025-03-31
    13F 19,405 shares
    Change vs previous 13F +230 shares

    4.97% of the 13F portfolio, value $3,000,789.

    13F-HR 0002009427-25-000003 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).

  7. period ended2024-12-31
    13F 19,175 shares
    Change vs previous 13F -122 shares

    5.76% of the 13F portfolio, value $3,629,828.

    13F-HR 0002009427-25-000001 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).

  8. period ended2024-09-30
    13F 19,297 shares
    Change vs previous 13F not available

    5.61% of the 13F portfolio, value $3,200,407.

    13F-HR 0002009427-24-000006 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).