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OneDigital Investment Advisors LLC: SGOL position timeline

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

OneDigital Investment Advisors LLC held 51,797 SGOL 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 51,797 shares
    Change vs previous 13F -5,529 shares

    0.02% of the 13F portfolio, value $1,980,199.

    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 57,326 shares
    Change vs previous 13F -36,624 shares

    0.03% of the 13F portfolio, value $2,557,886.

    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 93,950 shares
    Change vs previous 13F +43,010 shares

    0.04% of the 13F portfolio, value $3,859,466.

    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 50,940 shares
    Change vs previous 13F -1,465 shares

    0.02% of the 13F portfolio, value $1,875,101.

    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 52,405 shares
    Change vs previous 13F -8,416 shares

    0.02% of the 13F portfolio, value $1,652,854.

    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 60,821 shares
    Change vs previous 13F -567 shares

    0.02% of the 13F portfolio, value $1,813,682.

    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 61,388 shares
    Change vs previous 13F -955 shares

    0.02% of the 13F portfolio, value $1,537,769.

    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 62,343 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,566,680.

    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).