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One Wealth Advisors, LLC

SEC CIK
0001725297
Latest filing
Aug 6, 2026

IT holding history

Gartner 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.

IT overviewAll 13F holders of ITFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q2 2021
Holdings of IT by One Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−591−100.0%Sold outHolders
Q4 2024591$286.3K<0.1%00.0%UnchangedHolders
Q3 2024591$299.5K<0.1%00.0%UnchangedHolders
Q2 2024591$284.1K0.1%+37+6.7%AddedHolders
Q1 2024554$264.1K<0.1%+3+0.5%AddedHolders
Q4 2023551$248.6K<0.1%−305−35.6%ReducedHolders
Q3 2023856$294.1K0.1%−218−20.3%ReducedHolders
Q2 20231,074$376.2K0.1%−75−6.5%ReducedHolders
Q1 20231,149$374.3K0.1%−372−24.5%ReducedHolders
Q4 20221,521$511.3K0.1%−751−33.1%ReducedHolders
Q3 20222,272$629.0K0.2%−681−23.1%ReducedHolders
Q2 20222,953$714.0K0.2%−61−2.0%ReducedHolders
Q1 20223,014$897.0K0.2%+559+22.8%AddedHolders
Q4 20212,455$821.0K0.2%+260+11.8%AddedHolders
Q3 20212,195$667.0K0.2%+605+38.1%AddedHolders
Q2 20211,590$385.0K0.1%+1,590NewHolders