Skip to main content

One Wealth Advisors, LLC

SEC CIK
0001725297
Latest filing
Aug 6, 2026

WM holding history

Waste Management 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.

WM overviewAll 13F holders of WMFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q4 2022
Holdings of WM by One Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−986−100.0%Sold outHolders
Q3 2024986$204.7K<0.1%+1+0.1%AddedHolders
Q2 2024985$202.2K<0.1%+985NewHolders
Q1 20230$00.0%−570−100.0%Sold outHolders
Q4 2022570$89.4K<0.1%+570NewHolders