One Wealth Advisors, LLC
- SEC CIK
- 0001725297
- Latest filing
- Aug 6, 2026
CBZ holding history
CBIZ, 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.
CBZ overviewAll 13F holders of CBZFull Q2 2026 holdings
- Shares (Q3 2025)
- 0
- Sold out in Q3 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | 0.0% | −3,197−100.0% | Sold out | Holders |
| Q2 2025 | 3,197 | $229.3K | <0.1% | +129+4.2% | Added | Holders |
| Q1 2025 | 3,068 | $232.7K | <0.1% | +139+4.7% | Added | Holders |
| Q4 2024 | 2,929 | $239.7K | <0.1% | +2,929 | New | Holders |
| Q3 2024 | 0 | $0 | 0.0% | −2,946−100.0% | Sold out | Holders |
| Q2 2024 | 2,946 | $200.5K | <0.1% | −27−0.9% | Reduced | Holders |
| Q1 2024 | 2,973 | $233.4K | <0.1% | +2,973 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −3,041−100.0% | Sold out | Holders |
| Q4 2022 | 3,041 | $142.5K | <0.1% | +3,041 | New | Holders |