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Disclosery

One Wealth Map LLC: CWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of One Wealth Map LLC on CWB, newest first. How the timeline and the estimate are built.

One Wealth Map LLC held 388,508 CWB shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 388,508 shares
    Change vs previous 13F +17,020 shares

    17.83% of the 13F portfolio, value $38,225,332.

    13F-HR 0001802635-26-000003 filed by One Wealth Map 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 371,488 shares
    Change vs previous 13F -24,096 shares

    18.44% of the 13F portfolio, value $37,843,467.

    13F-HR 0001802635-26-000002 filed by One Wealth Map 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 395,584 shares
    Change vs previous 13F -4,217 shares

    18.88% of the 13F portfolio, value $37,113,679.

    13F-HR 0001802635-26-000001 filed by One Wealth Map 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 399,801 shares
    Change vs previous 13F -10,651 shares

    19.68% of the 13F portfolio, value $37,021,601.

    13F-HR 0001802635-25-000007 filed by One Wealth Map 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 410,452 shares
    Change vs previous 13F +27,962 shares

    19.14% of the 13F portfolio, value $34,872,008.

    13F-HR 0001802635-25-000003 filed by One Wealth Map 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 382,490 shares
    Change vs previous 13F +2,258 shares

    18.82% of the 13F portfolio, value $28,273,693.

    13F-HR 0001802635-25-000002 filed by One Wealth Map 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 380,232 shares
    Change vs previous 13F -15,065 shares

    18.45% of the 13F portfolio, value $30,369,164.

    13F-HR 0001802635-25-000001 filed by One Wealth Map 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 395,297 shares
    Change vs previous 13F not available

    18.03% of the 13F portfolio, value $30,603,912.

    13F-HR 0001802635-24-000004 filed by One Wealth Map LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).