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OneDigital Investment Advisors LLC: ICVT position timeline

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

OneDigital Investment Advisors LLC held 57,748 ICVT 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 57,748 shares
    Change vs previous 13F -77,407 shares

    0.06% of the 13F portfolio, value $7,030,232.

    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 135,155 shares
    Change vs previous 13F -2,115 shares

    0.13% of the 13F portfolio, value $13,757,456.

    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 137,270 shares
    Change vs previous 13F +9,874 shares

    0.13% of the 13F portfolio, value $13,521,104.

    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 127,396 shares
    Change vs previous 13F +4,218 shares

    0.13% of the 13F portfolio, value $12,746,003.

    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 123,178 shares
    Change vs previous 13F -60,050 shares

    0.12% of the 13F portfolio, value $11,098,322.

    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 183,228 shares
    Change vs previous 13F +2,331 shares

    0.18% of the 13F portfolio, value $15,319,693.

    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 180,897 shares
    Change vs previous 13F +45,132 shares

    0.18% of the 13F portfolio, value $15,370,832.

    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 135,765 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $11,359,494.

    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).