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OneDigital Investment Advisors LLC: SHY position timeline

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

OneDigital Investment Advisors LLC held 109,749 SHY 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 109,749 shares
    Change vs previous 13F -172,223 shares

    0.08% of the 13F portfolio, value $9,011,470.

    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 281,972 shares
    Change vs previous 13F -15,266 shares

    0.23% of the 13F portfolio, value $23,282,460.

    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 297,238 shares
    Change vs previous 13F -9,025 shares

    0.24% of the 13F portfolio, value $24,617,238.

    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 306,263 shares
    Change vs previous 13F +9,237 shares

    0.26% of the 13F portfolio, value $25,407,585.

    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 297,026 shares
    Change vs previous 13F -9,656 shares

    0.27% of the 13F portfolio, value $24,611,548.

    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 306,682 shares
    Change vs previous 13F -134,777 shares

    0.3% of the 13F portfolio, value $25,371,801.

    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 441,459 shares
    Change vs previous 13F +42,263 shares

    0.42% of the 13F portfolio, value $36,190,779.

    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 399,196 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $33,193,169.

    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).