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OneDigital Investment Advisors LLC: IUSB position timeline

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

OneDigital Investment Advisors LLC held 8,476,864 IUSB 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 8,476,864 shares
    Change vs previous 13F +886,438 shares

    3.3% of the 13F portfolio, value $391,207,267.

    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 7,590,426 shares
    Change vs previous 13F +729,973 shares

    3.43% of the 13F portfolio, value $350,601,755.

    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 6,860,453 shares
    Change vs previous 13F +193,248 shares

    3.13% of the 13F portfolio, value $319,285,480.

    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 6,667,205 shares
    Change vs previous 13F -51,512 shares

    3.2% of the 13F portfolio, value $311,425,136.

    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 6,718,717 shares
    Change vs previous 13F -986,101 shares

    3.45% of the 13F portfolio, value $310,606,269.

    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 7,704,818 shares
    Change vs previous 13F -10,511 shares

    4.21% of the 13F portfolio, value $355,037,998.

    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 7,715,329 shares
    Change vs previous 13F -824,009 shares

    4.04% of the 13F portfolio, value $348,732,879.

    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 8,539,338 shares
    Change vs previous 13F not available

    4.6% of the 13F portfolio, value $402,373,611.

    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).