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OneDigital Investment Advisors LLC: IBKR position timeline

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

OneDigital Investment Advisors LLC held 97,300 IBKR 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 97,300 shares
    Change vs previous 13F +15,050 shares

    0.07% of the 13F portfolio, value $8,468,989.

    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 82,250 shares
    Change vs previous 13F -13,755 shares

    0.05% of the 13F portfolio, value $5,516,525.

    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 96,005 shares
    Change vs previous 13F -3,963 shares

    0.06% of the 13F portfolio, value $6,174,053.

    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 99,968 shares
    Change vs previous 13F -2,892 shares

    0.07% of the 13F portfolio, value $6,878,825.

    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 102,860 shares
    Change vs previous 13F +75,438 shares

    0.06% of the 13F portfolio, value $5,699,445.

    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 27,422 shares
    Change vs previous 13F -3,091 shares

    0.05% of the 13F portfolio, value $4,540,748.

    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 30,513 shares
    Change vs previous 13F +684 shares

    0.06% of the 13F portfolio, value $5,390,772.

    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 29,829 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,156,914.

    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).