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One Wealth Advisors, LLC

SEC CIK
0001725297
Latest filing
Aug 6, 2026

CDW holding history

CDW 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.

CDW overviewAll 13F holders of CDWFull Q2 2026 holdings

Shares (Q2 2026)
1,863
Value
$262.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CDW by One Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,863$262.0K<0.1%−8,062−81.2%ReducedHolders
Q1 20269,925$1.20M0.1%+349+3.6%AddedHolders
Q4 20259,576$1.30M0.2%+2,090+27.9%AddedHolders
Q3 20257,486$1.19M0.1%−200−2.6%ReducedHolders
Q2 20257,686$1.37M0.2%+1,361+21.5%AddedHolders
Q1 20256,325$1.01M0.2%+1,953+44.7%AddedHolders
Q4 20244,372$760.9K0.1%−1,659−27.5%ReducedHolders
Q3 20246,031$1.36M0.2%−32−0.5%ReducedHolders
Q2 20246,063$1.30M0.3%+193+3.3%AddedHolders
Q1 20245,870$1.50M0.3%+1,124+23.7%AddedHolders
Q4 20234,746$1.08M0.2%−1,055−18.2%ReducedHolders
Q3 20235,801$1.17M0.3%−37−0.6%ReducedHolders
Q2 20235,838$1.07M0.2%+51+0.9%AddedHolders
Q1 20235,787$1.13M0.3%+130+2.3%AddedHolders
Q4 20225,657$1.01M0.2%+138+2.5%AddedHolders
Q3 20225,519$861.0K0.3%+197+3.7%AddedHolders
Q2 20225,322$839.0K0.2%+182+3.5%AddedHolders
Q1 20225,140$919.0K0.2%+414+8.8%AddedHolders
Q4 20214,726$968.0K0.2%+41+0.9%AddedHolders
Q3 20214,685$853.0K0.3%00.0%UnchangedHolders
Q2 20214,685$818.0K0.3%+1,303+38.5%AddedHolders
Q1 20213,382$561.0K0.2%––Holders

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