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OneDigital Investment Advisors LLC: IVLU position timeline

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

OneDigital Investment Advisors LLC held 344,145 IVLU 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 344,145 shares
    Change vs previous 13F -2,666 shares

    0.12% of the 13F portfolio, value $14,392,159.

    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 346,811 shares
    Change vs previous 13F +80 shares

    0.13% of the 13F portfolio, value $13,761,460.

    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 346,731 shares
    Change vs previous 13F -5,653 shares

    0.13% of the 13F portfolio, value $13,193,115.

    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 352,384 shares
    Change vs previous 13F -5,160 shares

    0.13% of the 13F portfolio, value $12,502,584.

    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 357,544 shares
    Change vs previous 13F -91,450 shares

    0.13% of the 13F portfolio, value $11,759,622.

    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 448,994 shares
    Change vs previous 13F +10,884 shares

    0.16% of the 13F portfolio, value $13,609,008.

    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 438,110 shares
    Change vs previous 13F -19,908 shares

    0.14% of the 13F portfolio, value $11,877,162.

    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 458,018 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $13,525,272.

    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).