Skip to content
Disclosery

OneDigital Investment Advisors LLC: SPY position timeline

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

OneDigital Investment Advisors LLC held 61,065 SPY 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 61,065 shares
    Change vs previous 13F +3,332 shares

    0.39% of the 13F portfolio, value $45,601,782.

    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 57,733 shares
    Change vs previous 13F +35 shares

    0.37% of the 13F portfolio, value $37,545,793.

    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 57,698 shares
    Change vs previous 13F -4,062 shares

    0.39% of the 13F portfolio, value $39,345,531.

    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 61,760 shares
    Change vs previous 13F -2,394 shares

    0.42% of the 13F portfolio, value $41,143,004.

    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 64,154 shares
    Change vs previous 13F +6,795 shares

    0.44% of the 13F portfolio, value $39,637,381.

    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 57,359 shares
    Change vs previous 13F -4,730 shares

    0.38% of the 13F portfolio, value $32,085,842.

    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 62,089 shares
    Change vs previous 13F -5,364 shares

    0.42% of the 13F portfolio, value $36,389,107.

    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 67,453 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $38,701,592.

    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).