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

One Wealth Management Investment & Advisory Services, LLC held 0 IBIT 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 0 shares
    Change vs previous 13F -10,667 shares

    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).

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

  2. period ended2026-03-31
    13F 10,667 shares
    Change vs previous 13F -103 shares

    0.49% of the 13F portfolio, value $409,826.

    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 10,770 shares
    Change vs previous 13F +6,248 shares

    0.58% of the 13F portfolio, value $534,731.

    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 4,522 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $293,930.

    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).