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OneDigital Investment Advisors LLC: IGSB position timeline

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

OneDigital Investment Advisors LLC held 118,885 IGSB 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 118,885 shares
    Change vs previous 13F -390,080 shares

    0.05% of the 13F portfolio, value $6,230,768.

    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 508,965 shares
    Change vs previous 13F -18,772 shares

    0.26% of the 13F portfolio, value $26,751,196.

    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 527,737 shares
    Change vs previous 13F -15,202 shares

    0.27% of the 13F portfolio, value $27,906,755.

    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 542,939 shares
    Change vs previous 13F +28,980 shares

    0.3% of the 13F portfolio, value $28,792,075.

    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 513,959 shares
    Change vs previous 13F +26,270 shares

    0.3% of the 13F portfolio, value $27,116,473.

    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 487,689 shares
    Change vs previous 13F -55,220 shares

    0.3% of the 13F portfolio, value $25,540,258.

    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 542,909 shares
    Change vs previous 13F +1,045 shares

    0.33% of the 13F portfolio, value $28,068,383.

    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 541,864 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $28,534,561.

    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).