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OneDigital Investment Advisors LLC: IEI position timeline

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

OneDigital Investment Advisors LLC held 436,836 IEI 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 436,836 shares
    Change vs previous 13F +79,626 shares

    0.43% of the 13F portfolio, value $51,306,361.

    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 357,210 shares
    Change vs previous 13F +70,593 shares

    0.41% of the 13F portfolio, value $42,365,134.

    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 286,617 shares
    Change vs previous 13F -5,912 shares

    0.34% of the 13F portfolio, value $34,207,738.

    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 292,529 shares
    Change vs previous 13F +812 shares

    0.36% of the 13F portfolio, value $34,960,189.

    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 291,717 shares
    Change vs previous 13F +4,793 shares

    0.39% of the 13F portfolio, value $34,740,547.

    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 286,924 shares
    Change vs previous 13F +5,370 shares

    0.4% of the 13F portfolio, value $33,895,782.

    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 281,554 shares
    Change vs previous 13F +31,402 shares

    0.38% of the 13F portfolio, value $32,533,590.

    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 250,152 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $29,919,380.

    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).