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Disclosery

One Capital Management, LLC: IVV position timeline

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

One Capital Management, LLC held 62,839 IVV 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 62,839 shares
    Change vs previous 13F 0 shares

    1.14% of the 13F portfolio, value $41,047,672.

    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 62,839 shares
    Change vs previous 13F +2,077 shares

    1.13% of the 13F portfolio, value $41,047,672.

    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 60,762 shares
    Change vs previous 13F +18,999 shares

    1.26% of the 13F portfolio, value $41,618,884.

    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 41,763 shares
    Change vs previous 13F +1,219 shares

    0.89% of the 13F portfolio, value $27,952,068.

    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 40,544 shares
    Change vs previous 13F -7,780 shares

    0.87% of the 13F portfolio, value $25,173,813.

    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 48,324 shares
    Change vs previous 13F +50 shares

    0.92% of the 13F portfolio, value $27,153,457.

    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 48,274 shares
    Change vs previous 13F -502 shares

    0.94% of the 13F portfolio, value $28,418,125.

    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 48,776 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $28,135,138.

    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).