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OneDigital Investment Advisors LLC: SPTM position timeline

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

OneDigital Investment Advisors LLC held 48,524 SPTM 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 48,524 shares
    Change vs previous 13F -2,963 shares

    0.04% of the 13F portfolio, value $4,405,476.

    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 51,487 shares
    Change vs previous 13F +12,092 shares

    0.04% of the 13F portfolio, value $4,070,538.

    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 39,395 shares
    Change vs previous 13F -1,243 shares

    0.03% of the 13F portfolio, value $3,250,093.

    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 40,638 shares
    Change vs previous 13F -2,237 shares

    0.03% of the 13F portfolio, value $3,277,494.

    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 42,875 shares
    Change vs previous 13F -14,240 shares

    0.04% of the 13F portfolio, value $3,210,908.

    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 57,115 shares
    Change vs previous 13F -2,145 shares

    0.05% of the 13F portfolio, value $3,884,369.

    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 59,260 shares
    Change vs previous 13F -1,070 shares

    0.05% of the 13F portfolio, value $4,232,969.

    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 60,330 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,226,751.

    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).