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Disclosery

One Capital Management, LLC: IHE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of One Capital Management, LLC on IHE, newest first. How the timeline and the estimate are built.

One Capital Management, LLC held 13,205 IHE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,205 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,144,609.

    13F-HR 0001606588-26-000004 filed by One Capital Management, 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 13,205 shares
    Change vs previous 13F -2,047 shares

    0.03% of the 13F portfolio, value $1,144,609.

    13F-HR 0001606588-26-000003 filed by One Capital Management, 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 15,252 shares
    Change vs previous 13F -1,742 shares

    0.04% of the 13F portfolio, value $1,293,827.

    13F-HR 0001606588-26-000002 filed by One Capital Management, 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 16,994 shares
    Change vs previous 13F -2,872 shares

    0.04% of the 13F portfolio, value $1,233,084.

    13F-HR 0001606588-25-000009 filed by One Capital Management, 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 19,866 shares
    Change vs previous 13F -3,077 shares

    0.05% of the 13F portfolio, value $1,302,017.

    13F-HR 0001606588-25-000005 filed by One Capital Management, 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 22,943 shares
    Change vs previous 13F -6,583 shares

    0.05% of the 13F portfolio, value $1,618,858.

    13F-HR 0001606588-25-000004 filed by One Capital Management, 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 29,526 shares
    Change vs previous 13F +3,777 shares

    0.06% of the 13F portfolio, value $1,940,448.

    13F-HR 0001606588-25-000001 filed by One Capital Management, 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 25,749 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,818,136.

    13F-HR 0001606588-24-000008 filed by One Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).