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OneDigital Investment Advisors LLC: SGOV position timeline

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

OneDigital Investment Advisors LLC held 106,823 SGOV 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 106,823 shares
    Change vs previous 13F +9,799 shares

    0.09% of the 13F portfolio, value $10,753,921.

    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 97,024 shares
    Change vs previous 13F -1,236 shares

    0.1% of the 13F portfolio, value $9,766,397.

    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 98,260 shares
    Change vs previous 13F -6,663 shares

    0.1% of the 13F portfolio, value $9,863,389.

    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 104,923 shares
    Change vs previous 13F +31,425 shares

    0.11% of the 13F portfolio, value $10,565,789.

    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 73,498 shares
    Change vs previous 13F +15,367 shares

    0.08% of the 13F portfolio, value $7,400,512.

    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 58,131 shares
    Change vs previous 13F +43,052 shares

    0.07% of the 13F portfolio, value $5,852,010.

    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 15,079 shares
    Change vs previous 13F -28,153 shares

    0.02% of the 13F portfolio, value $1,512,750.

    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 43,232 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,354,376.

    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).