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OneDigital Investment Advisors LLC: PSQA position timeline

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

OneDigital Investment Advisors LLC held 96,816 PSQA 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 96,816 shares
    Change vs previous 13F -981 shares

    0.02% of the 13F portfolio, value $1,980,852.

    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 97,797 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,998,967.

    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 97,797 shares
    Change vs previous 13F -1,019 shares

    0.02% of the 13F portfolio, value $1,992,121.

    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 98,816 shares
    Change vs previous 13F +2,500 shares

    0.02% of the 13F portfolio, value $2,005,961.

    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 96,316 shares
    Change vs previous 13F -3,815 shares

    0.02% of the 13F portfolio, value $1,950,396.

    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 100,131 shares
    Change vs previous 13F +24,087 shares

    0.02% of the 13F portfolio, value $2,038,665.

    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 76,044 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,530,758.

    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).