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Livermore
Livermore
ZHEN

One Wealth Advisors, LLC

SEC CIK
0001725297
Latest filing
Aug 6, 2026

SPGI holding history

S&P Global 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.

SPGI overviewAll 13F holders of SPGIFull Q2 2026 holdings

Shares (Q2 2026)
2,476
Value
$1.01M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of SPGI by One Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,476$1.01M0.1%+443+21.8%AddedHolders
Q1 20262,033$864.7K0.1%+250+14.0%AddedHolders
Q4 20251,783$931.8K0.1%−181−9.2%ReducedHolders
Q3 20251,964$955.9K0.1%+69+3.6%AddedHolders
Q2 20251,895$999.2K0.1%+6+0.3%AddedHolders
Q1 20251,889$959.8K0.1%+448+31.1%AddedHolders
Q4 20241,441$717.7K0.1%00.0%UnchangedHolders
Q3 20241,441$744.4K0.1%−8−0.6%ReducedHolders
Q2 20241,449$707.9K0.2%+48+3.4%AddedHolders
Q1 20241,401$596.1K0.1%+277+24.6%AddedHolders
Q4 20231,124$495.1K0.1%+8+0.7%AddedHolders
Q3 20231,116$407.8K0.1%−9−0.8%ReducedHolders
Q2 20231,125$451.0K0.1%+10+0.9%AddedHolders
Q1 20231,115$384.4K0.1%+222+24.9%AddedHolders
Q4 2022893$299.1K0.1%−79−8.1%ReducedHolders
Q3 2022972$297.0K0.1%+106+12.2%AddedHolders
Q2 2022866$292.0K0.1%+35+4.2%AddedHolders
Q1 2022831$341.0K0.1%+71+9.3%AddedHolders
Q4 2021760$359.0K0.1%+8+1.1%AddedHolders
Q3 2021752$320.0K0.1%00.0%UnchangedHolders
Q2 2021752$309.0K0.1%+159+26.8%AddedHolders
Q1 2021593$209.0K0.1%––Holders

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