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OneDigital Investment Advisors LLC: SPYM position timeline

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

OneDigital Investment Advisors LLC held 10,309,495 SPYM 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 10,309,495 shares
    Change vs previous 13F +3,160,608 shares

    7.65% of the 13F portfolio, value $905,998,411.

    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 7,148,887 shares
    Change vs previous 13F +1,025,127 shares

    5.35% of the 13F portfolio, value $547,175,811.

    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 6,123,760 shares
    Change vs previous 13F +179,193 shares

    4.81% of the 13F portfolio, value $491,248,025.

    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 5,944,567 shares
    Change vs previous 13F +168,601 shares

    4.78% of the 13F portfolio, value $465,697,385.

    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 5,775,966 shares
    Change vs previous 13F -1,392,020 shares

    4.66% of the 13F portfolio, value $419,854,982.

    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 7,167,986 shares
    Change vs previous 13F -403,593 shares

    5.58% of the 13F portfolio, value $471,366,774.

    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 7,571,579 shares
    Change vs previous 13F +12,075 shares

    6.05% of the 13F portfolio, value $521,984,649.

    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 7,559,504 shares
    Change vs previous 13F not available

    5.83% of the 13F portfolio, value $510,342,141.

    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).