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Allied Private Wealth LLC

Position in ONEW — OneWater Marine Inc.

CIK 2132253 BOCA RATON, FL

Position in ONEW

as of Jun 30, 2026 · filed Jul 9, 2026
Position Value
$8,227
New position
Shares Held
730
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#70
of 95 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Position in Specialty Retail

Consumer Cyclical · as of Jun 30, 2026

Allied Private Wealth LLC holds $45,645 across 5 Specialty Retail names. ONEW ranks #4 (18.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 ONEW
OneWater Marine Inc.
This page
730 $8,227

All Filings in ONEW

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $8,227 730