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OneDigital Investment Advisors LLC: IBDX position timeline

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

OneDigital Investment Advisors LLC held 149,251 IBDX 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 149,251 shares
    Change vs previous 13F -21,767 shares

    0.03% of the 13F portfolio, value $3,759,622.

    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 171,018 shares
    Change vs previous 13F +5,299 shares

    0.04% of the 13F portfolio, value $4,321,621.

    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 165,719 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,230,808.

    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).