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OneDigital Investment Advisors LLC: NTSE position timeline

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

OneDigital Investment Advisors LLC held 175,369 NTSE 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 175,369 shares
    Change vs previous 13F -8,449 shares

    0.07% of the 13F portfolio, value $8,524,697.

    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 183,818 shares
    Change vs previous 13F +3,506 shares

    0.07% of the 13F portfolio, value $7,306,750.

    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 180,312 shares
    Change vs previous 13F -3,611 shares

    0.07% of the 13F portfolio, value $6,803,156.

    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 183,923 shares
    Change vs previous 13F -16,773 shares

    0.07% of the 13F portfolio, value $6,663,521.

    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 200,696 shares
    Change vs previous 13F +678 shares

    0.07% of the 13F portfolio, value $6,661,084.

    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 200,018 shares
    Change vs previous 13F +9,434 shares

    0.07% of the 13F portfolio, value $6,004,548.

    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 190,584 shares
    Change vs previous 13F +5,629 shares

    0.06% of the 13F portfolio, value $5,466,969.

    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 184,955 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,952,800.

    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).