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OneDigital Investment Advisors LLC: IJUL position timeline

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

OneDigital Investment Advisors LLC held 44,941 IJUL 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 44,941 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $1,616,528.

    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 44,941 shares
    Change vs previous 13F +4,550 shares

    0.01% of the 13F portfolio, value $1,516,763.

    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 40,391 shares
    Change vs previous 13F +450 shares

    0.01% of the 13F portfolio, value $1,353,418.

    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 39,941 shares
    Change vs previous 13F +11,091 shares

    0.01% of the 13F portfolio, value $1,305,504.

    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 28,850 shares
    Change vs previous 13F +3,900 shares

    0.01% of the 13F portfolio, value $921,469.

    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 24,950 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $726,544.

    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).