ONE Advisory Partners, LLC has submitted its quarterly 13F-HR report, revealing its institutional investment holdings as of September 30, 2026. This filing is crucial as it showcases the firm's investment strategies and positions in various securities, offering a glimpse into its financial health and market outlook.
Background
ONE Advisory Partners, LLC is an investment management firm based in Overland Park, Kansas. The firm specializes in managing institutional investments and is registered with the SEC under the Central Index Key (CIK) 0001819695. The company has recently filed several 13F-HR forms, including the latest submission on October 22, 2026, which is part of its ongoing reporting obligations.
What the Filing Says
The filing dated October 22, 2026, indicates that it is a quarterly report filed by institutional managers, detailing the holdings as of September 30, 2026. The document includes two submissions, with the primary document and an information table outlining the firm’s investment positions.
Impact
This filing may affect various stakeholders, including investors and analysts who track institutional investment trends. The information disclosed can influence market perceptions and strategies among competitors in the investment management sector.
What's Next
The filing does not say what happens next.
Filing Details
The 13F-HR report filed by ONE Advisory Partners, LLC on October 22, 2026, is for the reporting period ending September 30, 2026. The filing includes two documents: the primary document and an information table that details the firm's holdings. The total number of documents submitted is two, indicating a comprehensive reporting process.
Contact Information
ONE Advisory Partners, LLC is located at 5440 W 110th Street, Suite 300, Overland Park, Kansas, 66211. The firm can be reached at the phone number 913-663-2376. This information is crucial for stakeholders who may wish to contact the firm for further inquiries regarding their investment strategies or portfolio management.
Company Identification
In addition to its CIK number (0001819695), ONE Advisory Partners, LLC has an Employer Identification Number (EIN) of 454357540 and is incorporated in the state of Kansas. The firm's fiscal year ends on December 31, which is relevant for understanding its annual reporting cycle.
Additional Context
The filing does not provide specific details about the individual securities held by ONE Advisory Partners, LLC or the overall value of the assets under management. Furthermore, it does not disclose the firm’s investment strategies or any changes in holdings compared to previous filings, which could provide deeper insights into its market positioning.