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OneDigital Investment Advisors LLC: IVV position timeline

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

OneDigital Investment Advisors LLC held 220,668 IVV 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 220,668 shares
    Change vs previous 13F -1,043 shares

    1.4% of the 13F portfolio, value $165,255,716.

    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 221,711 shares
    Change vs previous 13F +13,394 shares

    1.42% of the 13F portfolio, value $144,824,153.

    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 208,317 shares
    Change vs previous 13F -11,236 shares

    1.4% of the 13F portfolio, value $142,684,819.

    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 219,553 shares
    Change vs previous 13F +3,872 shares

    1.51% of the 13F portfolio, value $146,947,046.

    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 215,681 shares
    Change vs previous 13F +3,571 shares

    1.49% of the 13F portfolio, value $133,916,529.

    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 212,110 shares
    Change vs previous 13F -6,322 shares

    1.41% of the 13F portfolio, value $119,184,819.

    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 218,432 shares
    Change vs previous 13F -427 shares

    1.49% of the 13F portfolio, value $128,586,630.

    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 218,859 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $126,242,142.

    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).