One Wealth Advisors, LLC

SEC CIK: 0001725297
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

AMG holding history

Affiliated Managers Group, Inc. 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.

AMG overview All 13F holders of AMG Full Q2 2026 holdings

Shares (Q2 2026): 627
Value: $212.2K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2022

Holdings of AMG by One Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	627	$212.2K	<0.1%	−280−30.9%	Reduced	Holders
Q1 2026	907	$251.0K	<0.1%	+907	New	Holders
Q1 2023	0	$0	0.0%	−674−100.0%	Sold out	Holders
Q4 2022	674	$106.8K	<0.1%	+674	New	Holders