Skip to content
Disclosery

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

One Wealth Management Investment & Advisory Services, LLC held 0 SERV shares at 2025-03-31 per its 13F-HR filed 2025-05-08.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -11,380 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.

  2. period ended2024-12-31
    13F 11,380 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $153,630.

    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).