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OneDigital Investment Advisors LLC: FTSM position timeline

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

OneDigital Investment Advisors LLC held 38,094 FTSM 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 38,094 shares
    Change vs previous 13F +20,302 shares

    0.02% of the 13F portfolio, value $2,275,355.

    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 17,792 shares
    Change vs previous 13F +8,395 shares

    0.01% of the 13F portfolio, value $1,063,606.

    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 9,397 shares
    Change vs previous 13F -1,154 shares

    0.01% of the 13F portfolio, value $563,162.

    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 10,551 shares
    Change vs previous 13F -1,221 shares

    0.01% of the 13F portfolio, value $632,110.

    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 11,772 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $704,790.

    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 11,772 shares
    Change vs previous 13F -336 shares

    0.01% of the 13F portfolio, value $704,436.

    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 12,108 shares
    Change vs previous 13F -12,973 shares

    0.01% of the 13F portfolio, value $723,695.

    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 25,081 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,501,599.

    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).