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OneDigital Investment Advisors LLC: IBDW position timeline

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

OneDigital Investment Advisors LLC held 185,102 IBDW 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 185,102 shares
    Change vs previous 13F -28,454 shares

    0.03% of the 13F portfolio, value $3,857,529.

    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 213,556 shares
    Change vs previous 13F +2,445 shares

    0.04% of the 13F portfolio, value $4,469,732.

    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 211,111 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,464,999.

    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).