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

One Wealth Management Investment & Advisory Services, LLC held 1,543 IJR 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 1,543 shares
Change vs previous 13F not available
0.24% of the 13F portfolio, value $228,906.
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).