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OneDigital Investment Advisors LLC: AGG position timeline

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

OneDigital Investment Advisors LLC held 69,579 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,579 shares
    Change vs previous 13F -20,070 shares

    0.06% of the 13F portfolio, value $6,886,970.

    13F-HR 0001690370-26-000005 filed by OneDigital Investment 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 89,649 shares
    Change vs previous 13F -12,808 shares

    0.09% of the 13F portfolio, value $8,899,462.

    13F-HR 0001690370-26-000004 filed by OneDigital Investment 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 102,457 shares
    Change vs previous 13F +21,803 shares

    0.1% of the 13F portfolio, value $10,233,387.

    13F-HR 0001690370-26-000003 filed by OneDigital Investment 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 80,654 shares
    Change vs previous 13F -5,272 shares

    0.08% of the 13F portfolio, value $8,085,583.

    13F-HR 0001690370-25-000007 filed by OneDigital Investment 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 85,926 shares
    Change vs previous 13F +17,873 shares

    0.09% of the 13F portfolio, value $8,523,903.

    13F-HR 0001690370-25-000005 filed by OneDigital Investment 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 68,053 shares
    Change vs previous 13F -44,455 shares

    0.08% of the 13F portfolio, value $6,731,799.

    13F-HR 0001690370-25-000004 filed by OneDigital Investment 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 112,508 shares
    Change vs previous 13F +16,636 shares

    0.13% of the 13F portfolio, value $10,902,031.

    13F-HR 0001690370-25-000001 filed by OneDigital Investment 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 95,872 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $9,708,977.

    13F-HR 0001690370-24-000005 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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