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OneDigital Investment Advisors LLC: PSLV position timeline

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

OneDigital Investment Advisors LLC held 177,149 PSLV 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 177,149 shares
    Change vs previous 13F +31,439 shares

    0.03% of the 13F portfolio, value $3,342,802.

    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 145,710 shares
    Change vs previous 13F -28,067 shares

    0.03% of the 13F portfolio, value $3,553,867.

    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 173,777 shares
    Change vs previous 13F -21,544 shares

    0.04% of the 13F portfolio, value $4,109,826.

    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 195,321 shares
    Change vs previous 13F -4,070 shares

    0.03% of the 13F portfolio, value $3,066,540.

    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 199,391 shares
    Change vs previous 13F -1,239 shares

    0.03% of the 13F portfolio, value $2,440,546.

    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 200,630 shares
    Change vs previous 13F +23 shares

    0.03% of the 13F portfolio, value $2,327,308.

    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 200,607 shares
    Change vs previous 13F -4,447 shares

    0.02% of the 13F portfolio, value $1,935,858.

    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 205,054 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,142,814.

    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).