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OneDigital Investment Advisors LLC: SHM position timeline

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

OneDigital Investment Advisors LLC held 26,631 SHM 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 26,631 shares
    Change vs previous 13F -1,544 shares

    0.01% of the 13F portfolio, value $1,277,367.

    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 28,175 shares
    Change vs previous 13F -56 shares

    0.01% of the 13F portfolio, value $1,347,599.

    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 28,231 shares
    Change vs previous 13F +791 shares

    0.01% of the 13F portfolio, value $1,354,811.

    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 27,440 shares
    Change vs previous 13F +1,796 shares

    0.01% of the 13F portfolio, value $1,323,148.

    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 25,644 shares
    Change vs previous 13F -4,221 shares

    0.01% of the 13F portfolio, value $1,226,573.

    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 29,865 shares
    Change vs previous 13F -1,952 shares

    0.02% of the 13F portfolio, value $1,421,551.

    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 31,817 shares
    Change vs previous 13F -8,103 shares

    0.02% of the 13F portfolio, value $1,507,817.

    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 39,920 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,921,744.

    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).