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OneDigital Investment Advisors LLC: SPSM position timeline

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

OneDigital Investment Advisors LLC held 309,945 SPSM 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 309,945 shares
    Change vs previous 13F -10,052 shares

    0.15% of the 13F portfolio, value $17,874,520.

    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 319,997 shares
    Change vs previous 13F -544 shares

    0.15% of the 13F portfolio, value $15,462,267.

    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 320,541 shares
    Change vs previous 13F -7,193 shares

    0.15% of the 13F portfolio, value $15,020,557.

    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 327,734 shares
    Change vs previous 13F -19,356 shares

    0.16% of the 13F portfolio, value $15,180,633.

    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 347,090 shares
    Change vs previous 13F -9,264 shares

    0.16% of the 13F portfolio, value $14,786,028.

    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 356,354 shares
    Change vs previous 13F +114 shares

    0.17% of the 13F portfolio, value $14,524,999.

    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 356,240 shares
    Change vs previous 13F -120,831 shares

    0.19% of the 13F portfolio, value $16,002,286.

    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 477,071 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $21,711,509.

    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).