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OneDigital Investment Advisors LLC: SHOP position timeline

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

OneDigital Investment Advisors LLC held 15,988 SHOP 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 15,988 shares
    Change vs previous 13F +4,036 shares

    0.02% of the 13F portfolio, value $1,825,510.

    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 11,952 shares
    Change vs previous 13F -1,950 shares

    0.01% of the 13F portfolio, value $1,417,746.

    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 13,902 shares
    Change vs previous 13F -659 shares

    0.02% of the 13F portfolio, value $2,237,805.

    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 14,561 shares
    Change vs previous 13F -3,467 shares

    0.02% of the 13F portfolio, value $2,163,910.

    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 18,028 shares
    Change vs previous 13F +768 shares

    0.02% of the 13F portfolio, value $2,079,530.

    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 17,260 shares
    Change vs previous 13F -577 shares

    0.02% of the 13F portfolio, value $1,647,985.

    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 17,837 shares
    Change vs previous 13F -1,533 shares

    0.02% of the 13F portfolio, value $1,896,608.

    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 19,370 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,552,312.

    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).