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OneDigital Investment Advisors LLC: SPHY position timeline

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

OneDigital Investment Advisors LLC held 9,294 SPHY 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 9,294 shares
    Change vs previous 13F -1,183 shares

    <0.01% of the 13F portfolio, value $217,855.

    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 10,477 shares
    Change vs previous 13F -6,774 shares

    <0.01% of the 13F portfolio, value $244,324.

    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 17,251 shares
    Change vs previous 13F -84,262 shares

    <0.01% of the 13F portfolio, value $408,331.

    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 101,513 shares
    Change vs previous 13F +2,175 shares

    0.02% of the 13F portfolio, value $2,430,232.

    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 99,338 shares
    Change vs previous 13F -402,515 shares

    0.03% of the 13F portfolio, value $2,364,242.

    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 501,853 shares
    Change vs previous 13F +20,888 shares

    0.14% of the 13F portfolio, value $11,753,395.

    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 480,965 shares
    Change vs previous 13F +469,521 shares

    0.13% of the 13F portfolio, value $11,288,246.

    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 11,444 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $275,228.

    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).