Skip to content
Disclosery

OneDigital Investment Advisors LLC: JAAA position timeline

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

OneDigital Investment Advisors LLC held 337,248 JAAA 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 337,248 shares
    Change vs previous 13F +243,909 shares

    0.14% of the 13F portfolio, value $17,027,630.

    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 93,339 shares
    Change vs previous 13F +4,204 shares

    0.05% of the 13F portfolio, value $4,701,486.

    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 89,135 shares
    Change vs previous 13F +3,670 shares

    0.04% of the 13F portfolio, value $4,508,470.

    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 85,465 shares
    Change vs previous 13F -3,276 shares

    0.04% of the 13F portfolio, value $4,339,935.

    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 88,741 shares
    Change vs previous 13F -10,887 shares

    0.05% of the 13F portfolio, value $4,503,609.

    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 99,628 shares
    Change vs previous 13F +21,574 shares

    0.06% of the 13F portfolio, value $5,052,154.

    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 78,054 shares
    Change vs previous 13F -158,370 shares

    0.05% of the 13F portfolio, value $3,958,133.

    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 236,424 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $12,029,239.

    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).