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OneDigital Investment Advisors LLC: IVE position timeline

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

OneDigital Investment Advisors LLC held 758,206 IVE 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 758,206 shares
    Change vs previous 13F -207,383 shares

    1.45% of the 13F portfolio, value $172,158,291.

    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 965,589 shares
    Change vs previous 13F -24,308 shares

    1.99% of the 13F portfolio, value $203,884,040.

    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 989,897 shares
    Change vs previous 13F +271,834 shares

    2.06% of the 13F portfolio, value $209,927,389.

    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 718,063 shares
    Change vs previous 13F +29,888 shares

    1.52% of the 13F portfolio, value $148,287,241.

    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 688,175 shares
    Change vs previous 13F +28,055 shares

    1.49% of the 13F portfolio, value $134,483,255.

    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 660,120 shares
    Change vs previous 13F +218,091 shares

    1.49% of the 13F portfolio, value $125,805,576.

    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 442,029 shares
    Change vs previous 13F -3,849 shares

    0.98% of the 13F portfolio, value $84,374,589.

    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 445,878 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $87,913,834.

    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).