OneDigital Investment Advisors LLC: CVRT position timeline

OneDigital Investment Advisors LLC held 0 CVRT shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -8,209 shares

   13F-HR 0001690370-26-000003 filed by OneDigital Investment Advisors LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 8,209 shares

   Change vs previous 13F +49 shares

   <0.01% of the 13F portfolio, value $298,118.

   13F-HR 0001690370-25-000007 filed by OneDigital Investment Advisors LLC
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

3. period ended2025-06-30

   13F 8,160 shares

   Change vs previous 13F +15 shares

   <0.01% of the 13F portfolio, value $261,629.

   13F-HR 0001690370-25-000005 filed by OneDigital Investment Advisors LLC
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2025-03-31

   13F 8,145 shares

   Change vs previous 13F +18 shares

   <0.01% of the 13F portfolio, value $232,959.

   13F-HR 0001690370-25-000004 filed by OneDigital Investment Advisors LLC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 8,127 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $243,860.

   13F-HR 0001690370-25-000001 filed by OneDigital Investment Advisors LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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