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OneDigital Investment Advisors LLC: AIQ position timeline

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

OneDigital Investment Advisors LLC held 16,191 AIQ 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 16,191 shares
    Change vs previous 13F +2,061 shares

    0.01% of the 13F portfolio, value $1,062,271.

    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 14,130 shares
    Change vs previous 13F -20,270 shares

    0.01% of the 13F portfolio, value $659,467.

    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 34,400 shares
    Change vs previous 13F -70,666 shares

    0.02% of the 13F portfolio, value $1,749,573.

    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 105,066 shares
    Change vs previous 13F +1,459 shares

    0.05% of the 13F portfolio, value $5,189,230.

    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 103,607 shares
    Change vs previous 13F +42,409 shares

    0.05% of the 13F portfolio, value $4,526,569.

    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 61,198 shares
    Change vs previous 13F +342 shares

    0.03% of the 13F portfolio, value $2,226,372.

    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 60,856 shares
    Change vs previous 13F -11,103 shares

    0.03% of the 13F portfolio, value $2,351,485.

    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 71,959 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,674,709.

    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).