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OneDigital Investment Advisors LLC: AVUV position timeline

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

OneDigital Investment Advisors LLC held 173,695 AVUV 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 173,695 shares
    Change vs previous 13F +10,764 shares

    0.18% of the 13F portfolio, value $21,670,181.

    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 162,931 shares
    Change vs previous 13F +59,418 shares

    0.18% of the 13F portfolio, value $17,998,993.

    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 103,513 shares
    Change vs previous 13F -17,452 shares

    0.1% of the 13F portfolio, value $10,556,244.

    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 120,965 shares
    Change vs previous 13F -12,453 shares

    0.12% of the 13F portfolio, value $12,039,621.

    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 133,418 shares
    Change vs previous 13F -9,461 shares

    0.13% of the 13F portfolio, value $12,154,420.

    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 142,879 shares
    Change vs previous 13F +9,967 shares

    0.15% of the 13F portfolio, value $12,454,757.

    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 132,912 shares
    Change vs previous 13F +21,569 shares

    0.15% of the 13F portfolio, value $12,829,963.

    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 111,343 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $10,683,368.

    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).