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Disclosery

ONE Advisory Partners, LLC: IUSB position timeline

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

ONE Advisory Partners, LLC held 787,646 IUSB 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 787,646 shares
    Change vs previous 13F +76,529 shares

    9.89% of the 13F portfolio, value $36,349,869.

    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 711,117 shares
    Change vs previous 13F +33,776 shares

    10.12% of the 13F portfolio, value $32,846,481.

    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 677,341 shares
    Change vs previous 13F +29,746 shares

    9.51% of the 13F portfolio, value $31,523,460.

    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 647,595 shares
    Change vs previous 13F -29,845 shares

    9.3% of the 13F portfolio, value $30,333,357.

    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 677,440 shares
    Change vs previous 13F -10,051 shares

    10.38% of the 13F portfolio, value $31,094,504.

    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 687,491 shares
    Change vs previous 13F -15,333 shares

    13.53% of the 13F portfolio, value $31,679,570.

    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 702,824 shares
    Change vs previous 13F -93,310 shares

    14.1% of the 13F portfolio, value $31,767,639.

    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 796,134 shares
    Change vs previous 13F not available

    16.46% of the 13F portfolio, value $37,513,857.

    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).