OneDigital Investment Advisors LLC: JPIE position timeline

OneDigital Investment Advisors LLC held 5,125 JPIE 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 5,125 shares

   Change vs previous 13F +446 shares

   <0.01% of the 13F portfolio, value $236,015.

   13F-HR 0001690370-26-000005 filed by OneDigital Investment Advisors LLC
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 4,679 shares

   Change vs previous 13F +200 shares

   <0.01% of the 13F portfolio, value $215,574.

   13F-HR 0001690370-26-000004 filed by OneDigital Investment Advisors LLC
   Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 4,479 shares

   Change vs previous 13F -547 shares

   <0.01% of the 13F portfolio, value $207,338.

   13F-HR 0001690370-26-000003 filed by OneDigital Investment Advisors LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 5,026 shares

   Change vs previous 13F -115 shares

   <0.01% of the 13F portfolio, value $233,257.

   13F-HR 0001690370-25-000007 filed by OneDigital Investment Advisors LLC
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 5,141 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $238,142.

   13F-HR 0001690370-25-000005 filed by OneDigital Investment Advisors LLC
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).