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Disclosery

ONE Advisory Partners, LLC: IVE position timeline

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

ONE Advisory Partners, LLC held 76,462 IVE 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 76,462 shares
    Change vs previous 13F -17,071 shares

    4.73% of the 13F portfolio, value $17,361,509.

    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 93,533 shares
    Change vs previous 13F -11,031 shares

    6.09% of the 13F portfolio, value $19,749,474.

    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 104,564 shares
    Change vs previous 13F +29,114 shares

    6.69% of the 13F portfolio, value $22,174,973.

    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 75,450 shares
    Change vs previous 13F +5,652 shares

    4.72% of the 13F portfolio, value $15,415,168.

    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 69,798 shares
    Change vs previous 13F +11,836 shares

    4.67% of the 13F portfolio, value $13,971,379.

    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 57,962 shares
    Change vs previous 13F +21,126 shares

    4.72% of the 13F portfolio, value $11,046,466.

    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 36,836 shares
    Change vs previous 13F -4 shares

    3.12% of the 13F portfolio, value $7,031,257.

    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 36,840 shares
    Change vs previous 13F not available

    3.19% of the 13F portfolio, value $7,263,810.

    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).