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

One Wealth Management Investment & Advisory Services, LLC held 3,791 SPHB 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 3,791 shares
    Change vs previous 13F -251 shares

    0.62% of the 13F portfolio, value $589,842.

    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).

  2. period ended2026-03-31
    13F 4,042 shares
    Change vs previous 13F -85 shares

    0.56% of the 13F portfolio, value $468,670.

    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 4,127 shares
    Change vs previous 13F -65 shares

    0.53% of the 13F portfolio, value $482,735.

    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 4,192 shares
    Change vs previous 13F +14 shares

    0.53% of the 13F portfolio, value $460,282.

    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).

  5. period ended2025-06-30
    13F 4,178 shares
    Change vs previous 13F -31 shares

    0.52% of the 13F portfolio, value $407,480.

    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).

  6. period ended2025-03-31
    13F 4,209 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $329,396.

    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).

  7. period ended2024-12-31
    13F 4,209 shares
    Change vs previous 13F -16 shares

    0.59% of the 13F portfolio, value $373,128.

    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).

  8. period ended2024-09-30
    13F 4,225 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $376,955.

    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).