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OneDigital Investment Advisors LLC: AMG position timeline

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

OneDigital Investment Advisors LLC held 4,109 AMG 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 4,109 shares
    Change vs previous 13F -993 shares

    0.01% of the 13F portfolio, value $1,390,326.

    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 5,102 shares
    Change vs previous 13F -271 shares

    0.01% of the 13F portfolio, value $1,411,848.

    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 5,373 shares
    Change vs previous 13F -52 shares

    0.02% of the 13F portfolio, value $1,549,035.

    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 5,425 shares
    Change vs previous 13F -87 shares

    0.01% of the 13F portfolio, value $1,293,544.

    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 5,512 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $1,084,625.

    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 5,508 shares
    Change vs previous 13F +506 shares

    0.01% of the 13F portfolio, value $925,508.

    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 5,002 shares
    Change vs previous 13F +290 shares

    0.01% of the 13F portfolio, value $924,933.

    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 4,712 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $837,732.

    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).