ONE WEALTH CAPITAL MANAGEMENT, LLC SEC EDGAR Filings (CIK 0002050308)

SEC EDGAR filings, ownership reports, and insider transactions for ONE WEALTH CAPITAL MANAGEMENT, LLC.

Business address
4900 North Scottsdale Road, Suite 4900, Scottsdale, AZ, 85251
Top securities (13F)
MSFT, IVV, DYNF, IUSB, IVW, MUB, EFV, QUAL, IVE, IEMG, OEF, AVGO, TLH, NVDA, AMZN, THRO, BAI, ORCL, GOOG, and META
State of incorporation
AZ
Fiscal year end
31 December
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ONE WEALTH CAPITAL MANAGEMENT, LLC has filed 4 SEC EDGAR filings since 07 Jan 2025

Latest Filings

Recent SEC filings for ONE WEALTH CAPITAL MANAGEMENT, LLC including 13F-HR.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2025 30 Sep 2025 028-24535
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Aug 2025 30 Jun 2025 028-24535
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2025 31 Mar 2025 028-24535
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Jan 2025 31 Dec 2024 028-24535

About this filer

ONE WEALTH CAPITAL MANAGEMENT, LLC files with the SEC under CIK 0002050308. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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