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OneDigital Investment Advisors LLC: IUSG position timeline

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

OneDigital Investment Advisors LLC held 72,221 IUSG 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 72,221 shares
    Change vs previous 13F -362 shares

    0.11% of the 13F portfolio, value $13,584,093.

    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 72,583 shares
    Change vs previous 13F -290 shares

    0.11% of the 13F portfolio, value $11,258,365.

    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 72,873 shares
    Change vs previous 13F -909 shares

    0.12% of the 13F portfolio, value $12,238,361.

    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 73,782 shares
    Change vs previous 13F -2,501 shares

    0.12% of the 13F portfolio, value $12,140,094.

    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 76,283 shares
    Change vs previous 13F -13,852 shares

    0.13% of the 13F portfolio, value $11,473,035.

    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 90,135 shares
    Change vs previous 13F -2,377 shares

    0.14% of the 13F portfolio, value $11,454,361.

    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 92,512 shares
    Change vs previous 13F +2,482 shares

    0.15% of the 13F portfolio, value $12,891,606.

    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 90,030 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $11,875,901.

    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).