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OneDigital Investment Advisors LLC: SPMD position timeline

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

OneDigital Investment Advisors LLC held 117,507 SPMD 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 117,507 shares
    Change vs previous 13F -2,973 shares

    0.07% of the 13F portfolio, value $7,938,800.

    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 120,480 shares
    Change vs previous 13F -3,595 shares

    0.07% of the 13F portfolio, value $7,134,818.

    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 124,075 shares
    Change vs previous 13F -28,666 shares

    0.07% of the 13F portfolio, value $7,185,189.

    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 152,741 shares
    Change vs previous 13F +43,666 shares

    0.09% of the 13F portfolio, value $8,735,262.

    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 109,075 shares
    Change vs previous 13F -9,136 shares

    0.07% of the 13F portfolio, value $5,931,517.

    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 118,211 shares
    Change vs previous 13F -6,838 shares

    0.07% of the 13F portfolio, value $6,050,060.

    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 125,049 shares
    Change vs previous 13F -3,881 shares

    0.08% of the 13F portfolio, value $6,838,932.

    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 128,930 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,049,895.

    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).