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OneDigital Investment Advisors LLC: NU position timeline

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

OneDigital Investment Advisors LLC held 57,547 NU 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 57,547 shares
    Change vs previous 13F -21,053 shares

    0.01% of the 13F portfolio, value $768,828.

    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 78,600 shares
    Change vs previous 13F -363 shares

    0.01% of the 13F portfolio, value $1,129,482.

    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 78,963 shares
    Change vs previous 13F +1,849 shares

    0.01% of the 13F portfolio, value $1,321,841.

    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 77,114 shares
    Change vs previous 13F +4,056 shares

    0.01% of the 13F portfolio, value $1,234,595.

    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 73,058 shares
    Change vs previous 13F +1,281 shares

    0.01% of the 13F portfolio, value $1,002,356.

    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 71,777 shares
    Change vs previous 13F -1,549 shares

    0.01% of the 13F portfolio, value $734,996.

    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 73,326 shares
    Change vs previous 13F +46,849 shares

    0.01% of the 13F portfolio, value $759,657.

    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 26,477 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $361,411.

    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).