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OneDigital Investment Advisors LLC: SPTL position timeline

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

OneDigital Investment Advisors LLC held 66,785 SPTL 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 66,785 shares
    Change vs previous 13F -30,732 shares

    0.01% of the 13F portfolio, value $1,751,771.

    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 97,517 shares
    Change vs previous 13F -251,790 shares

    0.03% of the 13F portfolio, value $2,564,692.

    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 349,307 shares
    Change vs previous 13F -36,035 shares

    0.09% of the 13F portfolio, value $9,246,148.

    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 385,342 shares
    Change vs previous 13F -57,831 shares

    0.11% of the 13F portfolio, value $10,384,966.

    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 443,173 shares
    Change vs previous 13F -130,740 shares

    0.13% of the 13F portfolio, value $11,779,526.

    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 573,913 shares
    Change vs previous 13F -1,780,851 shares

    0.19% of the 13F portfolio, value $15,644,868.

    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 2,354,764 shares
    Change vs previous 13F +113,609 shares

    0.72% of the 13F portfolio, value $61,671,258.

    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 2,241,155 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $65,150,379.

    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).