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OneDigital Investment Advisors LLC: IWF position timeline

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

OneDigital Investment Advisors LLC held 102,975 IWF 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 102,975 shares
    Change vs previous 13F +65,929 shares

    0.11% of the 13F portfolio, value $12,786,392.

    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 37,046 shares
    Change vs previous 13F +1,053 shares

    0.15% of the 13F portfolio, value $15,796,617.

    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 35,993 shares
    Change vs previous 13F -3,377 shares

    0.17% of the 13F portfolio, value $17,035,490.

    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 39,370 shares
    Change vs previous 13F -823 shares

    0.19% of the 13F portfolio, value $18,441,247.

    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 40,193 shares
    Change vs previous 13F +3,220 shares

    0.19% of the 13F portfolio, value $17,065,151.

    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 36,973 shares
    Change vs previous 13F -1,139 shares

    0.16% of the 13F portfolio, value $13,350,548.

    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 38,112 shares
    Change vs previous 13F +2,099 shares

    0.18% of the 13F portfolio, value $15,305,007.

    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 36,013 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $13,518,382.

    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).