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One Wealth Advisors, LLC

SEC CIK
0001725297
Latest filing
Aug 6, 2026

ALL holding history

Allstate Corp in every 13F filed by One Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ALL overviewAll 13F holders of ALLFull Q2 2026 holdings

Shares (Q2 2026)
1,492
Value
$355.0K
% of portfolio
<0.1%
Quarters held
13
Since Q1 2021
Holdings of ALL by One Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,492$355.0K<0.1%00.0%UnchangedHolders
Q1 20261,492$309.4K<0.1%+13+0.9%AddedHolders
Q4 20251,479$307.9K<0.1%−297−16.7%ReducedHolders
Q3 20251,776$381.2K<0.1%+62+3.6%AddedHolders
Q2 20251,714$345.0K<0.1%+6+0.4%AddedHolders
Q1 20251,708$354.8K0.1%+1,708NewHolders
Q1 20230$00.0%−951−100.0%Sold outHolders
Q4 2022951$129.0K<0.1%+951NewHolders
Q3 20220$00.0%−2,216−100.0%Sold outHolders
Q2 20222,216$281.0K0.1%−26−1.2%ReducedHolders
Q1 20222,242$311.0K0.1%−2,037−47.6%ReducedHolders
Q4 20214,279$503.0K0.1%+39+0.9%AddedHolders
Q3 20214,240$540.0K0.2%+57+1.4%AddedHolders
Q2 20214,183$546.0K0.2%+162+4.0%AddedHolders
Q1 20214,021$462.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.