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Disclosery

ONE Advisory Partners, LLC: IVLU position timeline

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

ONE Advisory Partners, LLC held 69,301 IVLU 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 69,301 shares
    Change vs previous 13F -318 shares

    0.79% of the 13F portfolio, value $2,898,168.

    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 69,619 shares
    Change vs previous 13F -1,135 shares

    0.85% of the 13F portfolio, value $2,762,482.

    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 70,754 shares
    Change vs previous 13F -893 shares

    0.81% of the 13F portfolio, value $2,692,190.

    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 71,647 shares
    Change vs previous 13F -545 shares

    0.77% of the 13F portfolio, value $2,511,227.

    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 72,192 shares
    Change vs previous 13F +1 shares

    0.82% of the 13F portfolio, value $2,470,410.

    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 72,191 shares
    Change vs previous 13F -688 shares

    0.93% of the 13F portfolio, value $2,188,109.

    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 72,879 shares
    Change vs previous 13F -1,540 shares

    0.88% of the 13F portfolio, value $1,975,750.

    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 74,419 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $2,197,593.

    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).