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Disclosery

One Wealth Map LLC: MORT position timeline

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

One Wealth Map LLC held 135,114 MORT 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 135,114 shares
    Change vs previous 13F +13,264 shares

    0.62% of the 13F portfolio, value $1,329,517.

    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 121,850 shares
    Change vs previous 13F +23,677 shares

    0.63% of the 13F portfolio, value $1,295,265.

    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 98,173 shares
    Change vs previous 13F -11,312 shares

    0.54% of the 13F portfolio, value $1,053,393.

    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 109,485 shares
    Change vs previous 13F +31 shares

    0.61% of the 13F portfolio, value $1,139,739.

    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 109,454 shares
    Change vs previous 13F +14,507 shares

    0.63% of the 13F portfolio, value $1,142,703.

    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 94,947 shares
    Change vs previous 13F +472 shares

    0.6% of the 13F portfolio, value $895,350.

    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 94,475 shares
    Change vs previous 13F +5,174 shares

    0.66% of the 13F portfolio, value $1,087,407.

    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 89,301 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,028,748.

    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).