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OneDigital Investment Advisors LLC: IEF position timeline

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

OneDigital Investment Advisors LLC held 299,624 IEF 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 299,624 shares
    Change vs previous 13F +105,510 shares

    0.24% of the 13F portfolio, value $28,335,413.

    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 194,114 shares
    Change vs previous 13F -4,876 shares

    0.18% of the 13F portfolio, value $18,526,227.

    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 198,990 shares
    Change vs previous 13F -3,482 shares

    0.19% of the 13F portfolio, value $19,134,914.

    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 202,472 shares
    Change vs previous 13F +17,347 shares

    0.2% of the 13F portfolio, value $19,530,478.

    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 185,125 shares
    Change vs previous 13F +113,033 shares

    0.2% of the 13F portfolio, value $17,729,463.

    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 72,092 shares
    Change vs previous 13F +19,089 shares

    0.08% of the 13F portfolio, value $6,875,397.

    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 53,003 shares
    Change vs previous 13F -1,167 shares

    0.06% of the 13F portfolio, value $4,900,118.

    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 54,170 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,315,201.

    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).