Skip to main content

One Wealth Advisors, LLC

SEC CIK
0001725297
Latest filing
Aug 6, 2026

HLN holding history

Haleon plc 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.

HLN overviewAll 13F holders of HLNFull Q2 2026 holdings

Shares (Q2 2026)
66,077
Value
$616.5K
% of portfolio
0.1%
Quarters held
12
Since Q2 2023
Holdings of HLN by One Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202666,077$616.5K0.1%−1,301−1.9%ReducedHolders
Q1 202667,378$674.5K0.1%+2,550+3.9%AddedHolders
Q4 202564,828$655.4K0.1%−4,424−6.4%ReducedHolders
Q3 202569,252$621.2K0.1%−15,986−18.8%ReducedHolders
Q2 202585,238$883.9K0.1%−5,196−5.7%ReducedHolders
Q1 202590,434$930.6K0.1%+8,430+10.3%AddedHolders
Q4 202482,004$782.3K0.1%00.0%UnchangedHolders
Q3 202482,004$867.6K0.1%−894−1.1%ReducedHolders
Q2 202482,898$813.2K0.2%+17,586+26.9%AddedHolders
Q1 202465,312$561.4K0.1%+29,525+82.5%AddedHolders
Q4 202335,787$294.5K0.1%+35,787NewHolders
Q3 20230$00.0%−29,955−100.0%Sold outHolders
Q2 202329,955$251.0K0.1%+29,955NewHolders