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

One Wealth Management Investment & Advisory Services, LLC held 0 HD shares at 2025-12-31 per its 13F-HR filed 2026-01-14.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -754 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 754 shares
    Change vs previous 13F -4 shares

    0.35% of the 13F portfolio, value $305,513.

    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).

  3. period ended2025-06-30
    13F 758 shares
    Change vs previous 13F -95 shares

    0.36% of the 13F portfolio, value $277,913.

    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).

  4. period ended2025-03-31
    13F 853 shares
    Change vs previous 13F -14 shares

    0.52% of the 13F portfolio, value $312,584.

    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).

  5. period ended2024-12-31
    13F 867 shares
    Change vs previous 13F +92 shares

    0.53% of the 13F portfolio, value $337,220.

    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).

  6. period ended2024-09-30
    13F 775 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $314,030.

    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).