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Livermore
Livermore
ZHEN

One Wealth Advisors, LLC

SEC CIK
0001725297
Latest filing
Aug 6, 2026

WTM holding history

White Mountains Insurance Group Ltd 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.

WTM overviewAll 13F holders of WTMFull Q2 2026 holdings

Shares (Q2 2026)
111
Value
$230.1K
% of portfolio
<0.1%
Quarters held
20
Since Q2 2021
Holdings of WTM by One Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026111$230.1K<0.1%00.0%UnchangedHolders
Q1 2026111$243.9K<0.1%00.0%UnchangedHolders
Q4 2025111$230.7K<0.1%−72−39.3%ReducedHolders
Q3 2025183$305.9K<0.1%−32−14.9%ReducedHolders
Q2 2025215$386.1K0.1%00.0%UnchangedHolders
Q1 2025215$414.0K0.1%00.0%UnchangedHolders
Q4 2024215$418.2K0.1%00.0%UnchangedHolders
Q3 2024215$364.7K0.1%00.0%UnchangedHolders
Q2 2024215$365.8K0.1%+6+2.9%AddedHolders
Q1 2024209$375.0K0.1%+1+0.5%AddedHolders
Q4 2023208$313.0K0.1%+2+1.0%AddedHolders
Q3 2023206$308.1K0.1%−6−2.8%ReducedHolders
Q2 2023212$294.4K0.1%+4+1.9%AddedHolders
Q1 2023208$286.5K0.1%00.0%UnchangedHolders
Q4 2022208$294.2K0.1%+1+0.5%AddedHolders
Q3 2022207$270.0K0.1%00.0%UnchangedHolders
Q2 2022207$258.0K0.1%00.0%UnchangedHolders
Q1 2022207$235.0K0.1%+207NewHolders
Q4 20210$00.0%−212−100.0%Sold outHolders
Q3 2021212$227.0K0.1%00.0%UnchangedHolders
Q2 2021212$243.0K0.1%+212NewHolders