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OneDigital Investment Advisors LLC: FISV position timeline

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

OneDigital Investment Advisors LLC held 4,229 FISV 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 4,229 shares
    Change vs previous 13F -5,723 shares

    <0.01% of the 13F portfolio, value $207,432.

    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 9,952 shares
    Change vs previous 13F +1,744 shares

    0.01% of the 13F portfolio, value $555,322.

    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 8,208 shares
    Change vs previous 13F -30,260 shares

    0.01% of the 13F portfolio, value $551,331.

    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 38,468 shares
    Change vs previous 13F -3,965 shares

    0.05% of the 13F portfolio, value $4,959,648.

    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 42,433 shares
    Change vs previous 13F -609 shares

    0.08% of the 13F portfolio, value $7,315,832.

    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 43,042 shares
    Change vs previous 13F +14,458 shares

    0.11% of the 13F portfolio, value $9,504,912.

    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 28,584 shares
    Change vs previous 13F +1,860 shares

    0.07% of the 13F portfolio, value $5,871,676.

    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 26,724 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,800,923.

    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).