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OneDigital Investment Advisors LLC: IYH position timeline

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

OneDigital Investment Advisors LLC held 16,078 IYH 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 16,078 shares
    Change vs previous 13F -2,270 shares

    0.01% of the 13F portfolio, value $1,077,403.

    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 18,348 shares
    Change vs previous 13F -36,425 shares

    0.01% of the 13F portfolio, value $1,130,941.

    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 54,773 shares
    Change vs previous 13F -93,103 shares

    0.03% of the 13F portfolio, value $3,565,735.

    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 147,876 shares
    Change vs previous 13F -2,315 shares

    0.09% of the 13F portfolio, value $8,683,296.

    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 150,191 shares
    Change vs previous 13F -4,881 shares

    0.09% of the 13F portfolio, value $8,482,782.

    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 155,072 shares
    Change vs previous 13F -18,687 shares

    0.11% of the 13F portfolio, value $9,442,333.

    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 173,759 shares
    Change vs previous 13F -21,796 shares

    0.12% of the 13F portfolio, value $10,124,928.

    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 195,555 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $12,711,069.

    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).