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OneDigital Investment Advisors LLC: IYW position timeline

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

OneDigital Investment Advisors LLC held 173,863 IYW 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 173,863 shares
    Change vs previous 13F -2,925 shares

    0.37% of the 13F portfolio, value $43,853,389.

    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 176,788 shares
    Change vs previous 13F -46,912 shares

    0.31% of the 13F portfolio, value $32,072,801.

    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 223,700 shares
    Change vs previous 13F -75,847 shares

    0.44% of the 13F portfolio, value $44,668,365.

    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 299,547 shares
    Change vs previous 13F -289,299 shares

    0.6% of the 13F portfolio, value $58,669,316.

    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 588,846 shares
    Change vs previous 13F -68,132 shares

    1.13% of the 13F portfolio, value $102,029,412.

    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 656,978 shares
    Change vs previous 13F -485 shares

    1.09% of the 13F portfolio, value $92,265,971.

    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 657,463 shares
    Change vs previous 13F -56,898 shares

    1.22% of the 13F portfolio, value $104,878,545.

    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 714,361 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $108,311,396.

    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).