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One Degree Advisors Inc: IVAL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of One Degree Advisors Inc on IVAL, newest first. How the timeline and the estimate are built.

One Degree Advisors Inc held 123,872 IVAL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,872 shares
    Change vs previous 13F +5,722 shares

    0.94% of the 13F portfolio, value $4,196,000.

    13F-HR 0002005743-26-000004 filed by One Degree Advisors Inc
    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 118,150 shares
    Change vs previous 13F +2,491 shares

    1.05% of the 13F portfolio, value $4,012,000.

    13F-HR 0002005743-26-000003 filed by One Degree Advisors Inc
    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 115,659 shares
    Change vs previous 13F +9,373 shares

    1% of the 13F portfolio, value $3,638,000.

    13F-HR 0002005743-26-000002 filed by One Degree Advisors Inc
    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 106,286 shares
    Change vs previous 13F +13,793 shares

    0.98% of the 13F portfolio, value $3,206,000.

    13F-HR 0002005743-25-000004 filed by One Degree Advisors Inc
    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 92,493 shares
    Change vs previous 13F +7,454 shares

    0.92% of the 13F portfolio, value $2,578,000.

    13F-HR 0001907157-25-000021 filed by One Degree Advisors Inc
    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 85,039 shares
    Change vs previous 13F +3,877 shares

    0.89% of the 13F portfolio, value $2,171,000.

    13F-HR 0002005743-25-000002 filed by One Degree Advisors Inc
    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 81,162 shares
    Change vs previous 13F +8,194 shares

    0.82% of the 13F portfolio, value $2,021,000.

    13F-HR 0002005743-25-000001 filed by One Degree Advisors Inc
    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 72,968 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,886,000.

    13F-HR 0001792704-24-000018 filed by One Degree Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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