One Wealth Management Investment & Advisory Services, LLC SEC EDGAR Filings (CIK 0002009427)

SEC EDGAR filings, ownership reports, and insider transactions for One Wealth Management Investment & Advisory Services, LLC.

Business address
1200 N Federal Hwy, Suite 300, Boca Raton, FL, 33432
Top securities (13F)
AAPL, NVDA, AMZN, GOOGL, MSFT, QQQ, SPY, META, VTI, TSLA, SGOV, IVV, FVR, SHOP, GOOG, DIA, SCHB, PLTR, SCHG, and VST
State of incorporation
FL
Fiscal year end
31 December
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One Wealth Management Investment & Advisory Services, LLC has filed 11 SEC EDGAR filings since 25 Jan 2024

Latest Filings

Recent SEC filings for One Wealth Management Investment & Advisory Services, LLC including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Jan 2026 31 Dec 2025 028-23531
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Oct 2025 30 Sep 2025 028-23531
N-PX Open N-PX document View SEC filing for N-PX 22 Jul 2025 30 Jun 2025 028-23531
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Jul 2025 30 Jun 2025 028-23531
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 May 2025 31 Mar 2025 028-23531
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Jan 2025 31 Dec 2024 028-23531
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Nov 2024 30 Sep 2024 028-23531
N-PX Open N-PX document View SEC filing for N-PX 28 Aug 2024 30 Jun 2024 028-23531
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Aug 2024 30 Jun 2024 028-23531
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 May 2024 31 Mar 2024 028-23531
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Jan 2024 31 Dec 2023 028-23531

About this filer

One Wealth Management Investment & Advisory Services, LLC files with the SEC under CIK 0002009427. 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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