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One Wealth Advisors, LLC: IVLU position timeline

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

One Wealth Advisors, LLC held 285,593 IVLU 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 285,593 shares
    Change vs previous 13F -5,842 shares

    1.32% of the 13F portfolio, value $11,943,499.

    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 291,435 shares
    Change vs previous 13F -6,896 shares

    1.44% of the 13F portfolio, value $11,564,141.

    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 298,331 shares
    Change vs previous 13F -5,031 shares

    1.39% of the 13F portfolio, value $11,351,495.

    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 303,362 shares
    Change vs previous 13F -7,067 shares

    1.35% of the 13F portfolio, value $10,763,284.

    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 310,429 shares
    Change vs previous 13F +9,795 shares

    1.42% of the 13F portfolio, value $10,210,010.

    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 300,634 shares
    Change vs previous 13F -9,023 shares

    1.36% of the 13F portfolio, value $9,112,217.

    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 309,657 shares
    Change vs previous 13F +28,191 shares

    1.25% of the 13F portfolio, value $8,394,801.

    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 281,466 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $8,311,691.

    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).