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OneDigital Investment Advisors LLC: ITM position timeline

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

OneDigital Investment Advisors LLC held 600,420 ITM 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 600,420 shares
    Change vs previous 13F +98,866 shares

    0.24% of the 13F portfolio, value $28,213,738.

    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 501,554 shares
    Change vs previous 13F +21,626 shares

    0.23% of the 13F portfolio, value $23,287,174.

    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 479,928 shares
    Change vs previous 13F +2,899 shares

    0.22% of the 13F portfolio, value $22,633,402.

    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 477,029 shares
    Change vs previous 13F +23,209 shares

    0.23% of the 13F portfolio, value $22,229,553.

    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 453,820 shares
    Change vs previous 13F +118,299 shares

    0.23% of the 13F portfolio, value $20,635,195.

    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 335,521 shares
    Change vs previous 13F +119,896 shares

    0.18% of the 13F portfolio, value $15,269,561.

    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 215,625 shares
    Change vs previous 13F +28,506 shares

    0.12% of the 13F portfolio, value $9,940,313.

    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 187,119 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $8,785,237.

    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).