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Disclosery

ONE Advisory Partners, LLC: IVW position timeline

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

ONE Advisory Partners, LLC held 161,154 IVW 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 161,154 shares
    Change vs previous 13F -6,893 shares

    6.03% of the 13F portfolio, value $22,163,538.

    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 168,047 shares
    Change vs previous 13F +4,140 shares

    5.86% of the 13F portfolio, value $19,007,813.

    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 163,907 shares
    Change vs previous 13F +1,316 shares

    6.09% of the 13F portfolio, value $20,203,151.

    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 162,591 shares
    Change vs previous 13F -3,542 shares

    6.02% of the 13F portfolio, value $19,629,645.

    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 166,133 shares
    Change vs previous 13F -9,009 shares

    6.27% of the 13F portfolio, value $18,783,046.

    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 175,142 shares
    Change vs previous 13F +6,269 shares

    6.94% of the 13F portfolio, value $16,258,416.

    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 168,873 shares
    Change vs previous 13F -7,963 shares

    7.61% of the 13F portfolio, value $17,145,639.

    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 176,836 shares
    Change vs previous 13F not available

    7.43% of the 13F portfolio, value $16,932,070.

    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).