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OneDigital Investment Advisors LLC: SMMU position timeline

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

OneDigital Investment Advisors LLC held 29,336 SMMU 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 29,336 shares
    Change vs previous 13F +5,129 shares

    0.01% of the 13F portfolio, value $1,481,460.

    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 24,207 shares
    Change vs previous 13F -6,976 shares

    0.01% of the 13F portfolio, value $1,221,245.

    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 31,183 shares
    Change vs previous 13F -1,406 shares

    0.02% of the 13F portfolio, value $1,572,547.

    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 32,589 shares
    Change vs previous 13F -11,846 shares

    0.02% of the 13F portfolio, value $1,648,020.

    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 44,435 shares
    Change vs previous 13F -9,668 shares

    0.02% of the 13F portfolio, value $2,229,321.

    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 54,103 shares
    Change vs previous 13F -6,761 shares

    0.03% of the 13F portfolio, value $2,706,215.

    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 60,864 shares
    Change vs previous 13F -17,779 shares

    0.04% of the 13F portfolio, value $3,033,451.

    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 78,643 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,971,486.

    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).