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OneDigital Investment Advisors LLC: SDVY position timeline

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

OneDigital Investment Advisors LLC held 70,026 SDVY 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 70,026 shares
    Change vs previous 13F +11,498 shares

    0.03% of the 13F portfolio, value $3,020,902.

    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 58,528 shares
    Change vs previous 13F +20,247 shares

    0.02% of the 13F portfolio, value $2,307,760.

    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 38,281 shares
    Change vs previous 13F -5,865 shares

    0.01% of the 13F portfolio, value $1,466,942.

    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 44,146 shares
    Change vs previous 13F -5,006 shares

    0.02% of the 13F portfolio, value $1,678,419.

    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 49,152 shares
    Change vs previous 13F +689 shares

    0.02% of the 13F portfolio, value $1,734,074.

    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 48,463 shares
    Change vs previous 13F +7,749 shares

    0.02% of the 13F portfolio, value $1,623,502.

    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 40,714 shares
    Change vs previous 13F +9,702 shares

    0.02% of the 13F portfolio, value $1,459,592.

    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 31,012 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,128,221.

    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).