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OneDigital Investment Advisors LLC: JEPQ position timeline

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

OneDigital Investment Advisors LLC held 17,645 JEPQ 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 17,645 shares
    Change vs previous 13F +3,190 shares

    0.01% of the 13F portfolio, value $1,084,485.

    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 14,455 shares
    Change vs previous 13F -1,378 shares

    0.01% of the 13F portfolio, value $802,563.

    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 15,833 shares
    Change vs previous 13F -907 shares

    0.01% of the 13F portfolio, value $920,214.

    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 16,740 shares
    Change vs previous 13F +443 shares

    0.01% of the 13F portfolio, value $962,885.

    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 16,297 shares
    Change vs previous 13F +3,624 shares

    0.01% of the 13F portfolio, value $886,530.

    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 12,673 shares
    Change vs previous 13F -49,813 shares

    0.01% of the 13F portfolio, value $656,229.

    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 62,486 shares
    Change vs previous 13F +32,979 shares

    0.04% of the 13F portfolio, value $3,522,951.

    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 29,507 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,620,840.

    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).