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Disclosery

ONE Advisory Partners, LLC: IWB position timeline

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

ONE Advisory Partners, LLC held 2,521 IWB 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 2,521 shares
    Change vs previous 13F -19 shares

    0.28% of the 13F portfolio, value $1,032,350.

    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 2,540 shares
    Change vs previous 13F +5 shares

    0.28% of the 13F portfolio, value $905,662.

    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 2,535 shares
    Change vs previous 13F -7 shares

    0.29% of the 13F portfolio, value $946,670.

    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 2,542 shares
    Change vs previous 13F -7 shares

    0.28% of the 13F portfolio, value $925,390.

    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 2,549 shares
    Change vs previous 13F +128 shares

    0.3% of the 13F portfolio, value $888,454.

    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 2,421 shares
    Change vs previous 13F +216 shares

    0.32% of the 13F portfolio, value $742,618.

    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 2,205 shares
    Change vs previous 13F -137 shares

    0.32% of the 13F portfolio, value $710,363.

    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 2,342 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $736,301.

    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).