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Disclosery

ONE Advisory Partners, LLC: IEV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ONE Advisory Partners, LLC on IEV, newest first. How the timeline and the estimate are built.

ONE Advisory Partners, LLC held 7,538 IEV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,538 shares
    Change vs previous 13F -197 shares

    0.15% of the 13F portfolio, value $549,143.

    13F-HR 0001819695-26-000009 filed by ONE Advisory Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,735 shares
    Change vs previous 13F -109 shares

    0.16% of the 13F portfolio, value $525,516.

    13F-HR 0001819695-26-000005 filed by ONE Advisory Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,844 shares
    Change vs previous 13F -163 shares

    0.16% of the 13F portfolio, value $538,098.

    13F-HR 0001819695-26-000002 filed by ONE Advisory Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,007 shares
    Change vs previous 13F -87 shares

    0.16% of the 13F portfolio, value $523,978.

    13F-HR 0001819695-25-000005 filed by ONE Advisory Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,094 shares
    Change vs previous 13F +117 shares

    0.18% of the 13F portfolio, value $525,382.

    13F-HR 0001085146-25-004169 filed by ONE Advisory Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,977 shares
    Change vs previous 13F +718 shares

    0.2% of the 13F portfolio, value $464,261.

    13F-HR 0001085146-25-002074 filed by ONE Advisory Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,259 shares
    Change vs previous 13F -50 shares

    0.17% of the 13F portfolio, value $377,904.

    13F-HR 0001085146-25-000340 filed by ONE Advisory Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,309 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $425,895.

    13F-HR 0001085146-24-004977 filed by ONE Advisory Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).