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OneDigital Investment Advisors LLC: IYE position timeline

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

OneDigital Investment Advisors LLC held 26,371 IYE 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 26,371 shares
    Change vs previous 13F +4,596 shares

    0.01% of the 13F portfolio, value $1,492,330.

    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 21,775 shares
    Change vs previous 13F -1,541 shares

    0.01% of the 13F portfolio, value $1,410,360.

    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 23,316 shares
    Change vs previous 13F -11 shares

    0.01% of the 13F portfolio, value $1,108,211.

    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 23,327 shares
    Change vs previous 13F -221 shares

    0.01% of the 13F portfolio, value $1,108,502.

    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 23,548 shares
    Change vs previous 13F -3,114 shares

    0.01% of the 13F portfolio, value $1,064,852.

    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 26,662 shares
    Change vs previous 13F -7,280 shares

    0.02% of the 13F portfolio, value $1,314,452.

    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 33,942 shares
    Change vs previous 13F -14,920 shares

    0.02% of the 13F portfolio, value $1,546,739.

    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 48,862 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,264,247.

    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).