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OneDigital Investment Advisors LLC: JEPI position timeline

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

OneDigital Investment Advisors LLC held 97,266 JEPI 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 97,266 shares
    Change vs previous 13F +16,116 shares

    0.05% of the 13F portfolio, value $5,493,612.

    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 81,150 shares
    Change vs previous 13F +45,936 shares

    0.04% of the 13F portfolio, value $4,599,558.

    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 35,214 shares
    Change vs previous 13F -9,304 shares

    0.02% of the 13F portfolio, value $2,015,626.

    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 44,518 shares
    Change vs previous 13F +509 shares

    0.03% of the 13F portfolio, value $2,541,953.

    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 44,009 shares
    Change vs previous 13F +3,220 shares

    0.03% of the 13F portfolio, value $2,501,929.

    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 40,789 shares
    Change vs previous 13F -118,754 shares

    0.03% of the 13F portfolio, value $2,330,681.

    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 159,543 shares
    Change vs previous 13F +19,072 shares

    0.11% of the 13F portfolio, value $9,178,528.

    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 140,471 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $8,359,425.

    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).