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OneDigital Investment Advisors LLC: PJUL position timeline

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

OneDigital Investment Advisors LLC held 81,370 PJUL 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 81,370 shares
    Change vs previous 13F +1,222 shares

    0.03% of the 13F portfolio, value $3,971,659.

    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 80,148 shares
    Change vs previous 13F -1,869 shares

    0.04% of the 13F portfolio, value $3,684,224.

    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 82,017 shares
    Change vs previous 13F -2,475 shares

    0.04% of the 13F portfolio, value $3,808,027.

    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 84,492 shares
    Change vs previous 13F +9,134 shares

    0.04% of the 13F portfolio, value $3,852,840.

    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 75,358 shares
    Change vs previous 13F +23,227 shares

    0.04% of the 13F portfolio, value $3,304,467.

    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 52,131 shares
    Change vs previous 13F -3,560 shares

    0.02% of the 13F portfolio, value $2,095,152.

    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 55,691 shares
    Change vs previous 13F +2,948 shares

    0.03% of the 13F portfolio, value $2,292,806.

    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 52,743 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,135,038.

    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).