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One Degree Advisors Inc: QVAL position timeline

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

One Degree Advisors Inc held 188,514 QVAL 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 188,514 shares
    Change vs previous 13F +9,097 shares

    2.34% of the 13F portfolio, value $10,487,000.

    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 179,417 shares
    Change vs previous 13F +7,616 shares

    2.45% of the 13F portfolio, value $9,355,000.

    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 171,801 shares
    Change vs previous 13F +14,604 shares

    2.3% of the 13F portfolio, value $8,383,000.

    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 157,197 shares
    Change vs previous 13F +23,386 shares

    2.25% of the 13F portfolio, value $7,333,000.

    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 133,811 shares
    Change vs previous 13F +11,815 shares

    2.1% of the 13F portfolio, value $5,889,000.

    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 121,996 shares
    Change vs previous 13F +5,220 shares

    2.14% of the 13F portfolio, value $5,203,000.

    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 116,776 shares
    Change vs previous 13F +6,171 shares

    2.14% of the 13F portfolio, value $5,266,000.

    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 110,605 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $5,110,000.

    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).