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OneDigital Investment Advisors LLC: QQQ position timeline

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

OneDigital Investment Advisors LLC held 57,508 QQQ 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 57,508 shares
    Change vs previous 13F +1,239 shares

    0.36% of the 13F portfolio, value $42,348,697.

    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 56,269 shares
    Change vs previous 13F +1,845 shares

    0.32% of the 13F portfolio, value $32,477,292.

    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 54,424 shares
    Change vs previous 13F -8,718 shares

    0.33% of the 13F portfolio, value $33,432,990.

    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 63,142 shares
    Change vs previous 13F -5,786 shares

    0.39% of the 13F portfolio, value $37,908,723.

    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 68,928 shares
    Change vs previous 13F +26,423 shares

    0.42% of the 13F portfolio, value $38,023,433.

    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 42,505 shares
    Change vs previous 13F -4,448 shares

    0.24% of the 13F portfolio, value $19,931,672.

    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 46,953 shares
    Change vs previous 13F +409 shares

    0.28% of the 13F portfolio, value $24,004,022.

    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 46,544 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $22,716,683.

    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).