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OneDigital Investment Advisors LLC: IWB position timeline

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

OneDigital Investment Advisors LLC held 55,716 IWB 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 55,716 shares
    Change vs previous 13F -5,455 shares

    0.19% of the 13F portfolio, value $22,815,623.

    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 61,171 shares
    Change vs previous 13F -663 shares

    0.21% of the 13F portfolio, value $21,811,026.

    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 61,834 shares
    Change vs previous 13F -606 shares

    0.23% of the 13F portfolio, value $23,091,459.

    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 62,440 shares
    Change vs previous 13F -1,356 shares

    0.23% of the 13F portfolio, value $22,820,682.

    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 63,796 shares
    Change vs previous 13F -382 shares

    0.24% of the 13F portfolio, value $21,663,259.

    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 64,178 shares
    Change vs previous 13F -2,896 shares

    0.23% of the 13F portfolio, value $19,685,950.

    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 67,074 shares
    Change vs previous 13F -2,322 shares

    0.25% of the 13F portfolio, value $21,608,600.

    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 69,396 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $21,817,292.

    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).