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OneDigital Investment Advisors LLC: CGUS position timeline

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

OneDigital Investment Advisors LLC held 46,056 CGUS 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 46,056 shares
    Change vs previous 13F -1,266 shares

    0.02% of the 13F portfolio, value $2,048,588.

    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 47,322 shares
    Change vs previous 13F +9,772 shares

    0.02% of the 13F portfolio, value $1,818,093.

    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 37,550 shares
    Change vs previous 13F -986 shares

    0.01% of the 13F portfolio, value $1,510,618.

    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 38,536 shares
    Change vs previous 13F +6,008 shares

    0.02% of the 13F portfolio, value $1,523,696.

    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 32,528 shares
    Change vs previous 13F -14,726 shares

    0.01% of the 13F portfolio, value $1,201,242.

    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 47,254 shares
    Change vs previous 13F -31 shares

    0.02% of the 13F portfolio, value $1,578,276.

    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 47,285 shares
    Change vs previous 13F +1,966 shares

    0.02% of the 13F portfolio, value $1,653,557.

    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 45,319 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,553,543.

    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).