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OneDigital Investment Advisors LLC: QVAL position timeline

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

OneDigital Investment Advisors LLC held 52,221 QVAL 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 52,221 shares
    Change vs previous 13F +1,724 shares

    0.02% of the 13F portfolio, value $2,895,679.

    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 50,497 shares
    Change vs previous 13F -680 shares

    0.03% of the 13F portfolio, value $2,632,982.

    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 51,177 shares
    Change vs previous 13F -188 shares

    0.02% of the 13F portfolio, value $2,497,200.

    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 51,365 shares
    Change vs previous 13F +338 shares

    0.02% of the 13F portfolio, value $2,396,161.

    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 51,027 shares
    Change vs previous 13F +1,932 shares

    0.02% of the 13F portfolio, value $2,245,701.

    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 49,095 shares
    Change vs previous 13F +6,630 shares

    0.02% of the 13F portfolio, value $2,093,888.

    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 42,465 shares
    Change vs previous 13F +24,838 shares

    0.02% of the 13F portfolio, value $1,895,658.

    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 17,627 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $813,243.

    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).