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

One Wealth Management Investment & Advisory Services, LLC held 0 IWP shares at 2026-03-31 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,492 shares

    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).

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

  2. period ended2025-12-31
    13F 1,492 shares
    Change vs previous 13F -52 shares

    0.22% of the 13F portfolio, value $204,314.

    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).

  3. period ended2025-09-30
    13F 1,544 shares
    Change vs previous 13F -148 shares

    0.26% of the 13F portfolio, value $219,881.

    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).

  4. period ended2025-06-30
    13F 1,692 shares
    Change vs previous 13F +1,692 shares

    0.3% of the 13F portfolio, value $234,647.

    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).

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -1,747 shares

    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).

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

  6. period ended2024-12-31
    13F 1,747 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $221,432.

    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).

  7. period ended2024-09-30
    13F 1,747 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $204,906.

    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).