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Disclosery

ONE Advisory Partners, LLC: IVV position timeline

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

ONE Advisory Partners, LLC held 82,038 IVV 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 82,038 shares
    Change vs previous 13F +30,658 shares

    16.72% of the 13F portfolio, value $61,437,156.

    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 51,380 shares
    Change vs previous 13F +11,740 shares

    10.34% of the 13F portfolio, value $33,561,724.

    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 39,640 shares
    Change vs previous 13F +223 shares

    8.19% of the 13F portfolio, value $27,150,960.

    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 39,417 shares
    Change vs previous 13F -396 shares

    8.05% of the 13F portfolio, value $26,260,667.

    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 39,813 shares
    Change vs previous 13F -26,015 shares

    8.47% of the 13F portfolio, value $25,374,192.

    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 65,828 shares
    Change vs previous 13F -6,200 shares

    15.8% of the 13F portfolio, value $36,988,981.

    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 72,028 shares
    Change vs previous 13F -1,897 shares

    18.82% of the 13F portfolio, value $42,401,545.

    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 73,925 shares
    Change vs previous 13F not available

    18.71% of the 13F portfolio, value $42,641,690.

    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).