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

One Wealth Management Investment & Advisory Services, LLC held 4,041 IGSB shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

period ended2026-06-30
13F 4,041 shares
Change vs previous 13F not available
0.22% of the 13F portfolio, value $211,789.
13F-HR 0002009427-26-000005 filed by One Wealth Management Investment & Advisory Services, LLC
Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).