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OneDigital Investment Advisors LLC: SHLD position timeline

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

OneDigital Investment Advisors LLC held 1,230,452 SHLD 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 1,230,452 shares
    Change vs previous 13F +248,085 shares

    0.62% of the 13F portfolio, value $73,470,268.

    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 982,367 shares
    Change vs previous 13F +433,677 shares

    0.68% of the 13F portfolio, value $69,590,876.

    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 548,690 shares
    Change vs previous 13F +45,619 shares

    0.35% of the 13F portfolio, value $35,549,593.

    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 503,071 shares
    Change vs previous 13F +498,323 shares

    0.36% of the 13F portfolio, value $35,335,707.

    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 4,748 shares
    Change vs previous 13F -183 shares

    <0.01% of the 13F portfolio, value $286,067.

    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 4,931 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $229,538.

    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).