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One Wealth Advisors, LLC: IVE position timeline

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

One Wealth Advisors, LLC held 107,337 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 107,337 shares
    Change vs previous 13F -23,244 shares

    2.69% of the 13F portfolio, value $24,371,951.

    13F-HR 0001951757-26-001117 filed by One Wealth Advisors, 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 130,581 shares
    Change vs previous 13F -2,875 shares

    3.43% of the 13F portfolio, value $27,572,189.

    13F-HR 0001951757-26-000677 filed by One Wealth Advisors, 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 133,456 shares
    Change vs previous 13F +37,459 shares

    3.46% of the 13F portfolio, value $28,302,025.

    13F-HR 0001951757-26-000328 filed by One Wealth Advisors, 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 95,997 shares
    Change vs previous 13F +9,473 shares

    2.49% of the 13F portfolio, value $19,824,351.

    13F-HR 0001951757-25-001243 filed by One Wealth Advisors, 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 86,524 shares
    Change vs previous 13F +12,521 shares

    2.35% of the 13F portfolio, value $16,908,530.

    13F-HR 0001951757-25-000888 filed by One Wealth Advisors, 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 74,003 shares
    Change vs previous 13F +21,096 shares

    2.11% of the 13F portfolio, value $14,103,501.

    13F-HR 0001951757-25-000517 filed by One Wealth Advisors, 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 52,907 shares
    Change vs previous 13F +1,796 shares

    1.5% of the 13F portfolio, value $10,098,898.

    13F-HR 0001951757-25-000129 filed by One Wealth Advisors, 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 51,111 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $10,077,566.

    13F-HR 0001951757-24-001053 filed by One Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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