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OneDigital Investment Advisors LLC: IQV position timeline

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

OneDigital Investment Advisors LLC held 10,831 IQV 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 10,831 shares
    Change vs previous 13F +1,285 shares

    0.02% of the 13F portfolio, value $2,092,669.

    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 9,546 shares
    Change vs previous 13F +3,121 shares

    0.02% of the 13F portfolio, value $1,627,890.

    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 6,425 shares
    Change vs previous 13F +730 shares

    0.01% of the 13F portfolio, value $1,448,149.

    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 5,695 shares
    Change vs previous 13F -1,077 shares

    0.01% of the 13F portfolio, value $1,081,615.

    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 6,772 shares
    Change vs previous 13F +781 shares

    0.01% of the 13F portfolio, value $1,067,121.

    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 5,991 shares
    Change vs previous 13F -8,386 shares

    0.01% of the 13F portfolio, value $1,056,125.

    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 14,377 shares
    Change vs previous 13F -59 shares

    0.03% of the 13F portfolio, value $2,825,271.

    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 14,436 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,420,956.

    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).