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OneDigital Investment Advisors LLC: QUAL position timeline

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

OneDigital Investment Advisors LLC held 232,612 QUAL 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 232,612 shares
    Change vs previous 13F -458,518 shares

    0.43% of the 13F portfolio, value $51,042,085.

    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 691,130 shares
    Change vs previous 13F +40,940 shares

    1.3% of the 13F portfolio, value $132,565,648.

    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 650,190 shares
    Change vs previous 13F -384,243 shares

    1.27% of the 13F portfolio, value $129,140,747.

    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 1,034,433 shares
    Change vs previous 13F -68,962 shares

    2.07% of the 13F portfolio, value $201,197,205.

    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 1,103,395 shares
    Change vs previous 13F -53,186 shares

    2.24% of the 13F portfolio, value $201,722,763.

    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 1,156,581 shares
    Change vs previous 13F +109,730 shares

    2.34% of the 13F portfolio, value $197,648,063.

    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 1,046,851 shares
    Change vs previous 13F -30,604 shares

    2.16% of the 13F portfolio, value $186,423,256.

    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 1,077,455 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $193,187,710.

    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).