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OneDigital Investment Advisors LLC: IVW position timeline

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

OneDigital Investment Advisors LLC held 371,331 IVW 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 371,331 shares
    Change vs previous 13F -19,767 shares

    0.43% of the 13F portfolio, value $51,069,109.

    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 391,098 shares
    Change vs previous 13F +9,767 shares

    0.43% of the 13F portfolio, value $44,237,089.

    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 381,331 shares
    Change vs previous 13F -39,668 shares

    0.46% of the 13F portfolio, value $47,002,851.

    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 420,999 shares
    Change vs previous 13F -21,923 shares

    0.52% of the 13F portfolio, value $50,822,990.

    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 442,922 shares
    Change vs previous 13F -51,311 shares

    0.54% of the 13F portfolio, value $48,765,693.

    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 494,233 shares
    Change vs previous 13F -58,593 shares

    0.54% of the 13F portfolio, value $45,879,690.

    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 552,826 shares
    Change vs previous 13F -99,214 shares

    0.65% of the 13F portfolio, value $56,128,404.

    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 652,040 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $62,432,839.

    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).