Skip to content
Disclosery

OneDigital Investment Advisors LLC: IYF position timeline

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

OneDigital Investment Advisors LLC held 16,557 IYF 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 16,557 shares
    Change vs previous 13F -2,128 shares

    0.02% of the 13F portfolio, value $2,111,124.

    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 18,685 shares
    Change vs previous 13F -33,053 shares

    0.02% of the 13F portfolio, value $2,198,511.

    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 51,738 shares
    Change vs previous 13F -63,858 shares

    0.07% of the 13F portfolio, value $6,670,540.

    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 115,596 shares
    Change vs previous 13F +808 shares

    0.15% of the 13F portfolio, value $14,639,133.

    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 114,788 shares
    Change vs previous 13F +27,827 shares

    0.15% of the 13F portfolio, value $13,888,212.

    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 86,961 shares
    Change vs previous 13F -4,526 shares

    0.12% of the 13F portfolio, value $9,813,538.

    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 91,487 shares
    Change vs previous 13F -11,605 shares

    0.12% of the 13F portfolio, value $10,116,680.

    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 103,092 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $10,711,279.

    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).