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Livermore
Livermore
ZHEN

One Wealth Advisors, LLC

SEC CIK
0001725297
Latest filing
Aug 6, 2026

C holding history

Citigroup 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.

C overviewAll 13F holders of CFull Q2 2026 holdings

Shares (Q2 2026)
5,063
Value
$708.6K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of C by One Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,063$708.6K0.1%−370−6.8%ReducedHolders
Q1 20265,433$616.1K0.1%−2,110−28.0%ReducedHolders
Q4 20257,543$880.2K0.1%−93−1.2%ReducedHolders
Q3 20257,636$775.1K0.1%−80−1.0%ReducedHolders
Q2 20257,716$656.8K0.1%+1,260+19.5%AddedHolders
Q1 20256,456$458.3K0.1%−898−12.2%ReducedHolders
Q4 20247,354$517.6K0.1%+769+11.7%AddedHolders
Q3 20246,585$412.2K0.1%−6−0.1%ReducedHolders
Q2 20246,591$384.9K0.1%−3,254−33.1%ReducedHolders
Q1 20249,845$622.6K0.1%+30+0.3%AddedHolders
Q4 20239,815$504.9K0.1%−131−1.3%ReducedHolders
Q3 20239,946$409.1K0.1%−63−0.6%ReducedHolders
Q2 202310,009$460.8K0.1%+2,638+35.8%AddedHolders
Q1 20237,371$345.6K0.1%+1,966+36.4%AddedHolders
Q4 20225,405$244.5K0.1%−8,511−61.2%ReducedHolders
Q3 202213,916$580.0K0.2%+684+5.2%AddedHolders
Q2 202213,232$609.0K0.2%−136−1.0%ReducedHolders
Q1 202213,368$714.0K0.2%+494+3.8%AddedHolders
Q4 202112,874$777.0K0.2%+27+0.2%AddedHolders
Q3 202112,847$902.0K0.3%+1,946+17.9%AddedHolders
Q2 202110,901$771.0K0.2%+541+5.2%AddedHolders
Q1 202110,360$754.0K0.3%––Holders

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