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OneDigital Investment Advisors LLC: SUB position timeline

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

OneDigital Investment Advisors LLC held 23,144 SUB 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 23,144 shares
    Change vs previous 13F -637 shares

    0.02% of the 13F portfolio, value $2,464,166.

    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 23,781 shares
    Change vs previous 13F +968 shares

    0.02% of the 13F portfolio, value $2,532,729.

    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 22,813 shares
    Change vs previous 13F -772 shares

    0.02% of the 13F portfolio, value $2,434,103.

    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 23,585 shares
    Change vs previous 13F -19 shares

    0.03% of the 13F portfolio, value $2,518,435.

    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 23,604 shares
    Change vs previous 13F -2,812 shares

    0.03% of the 13F portfolio, value $2,510,060.

    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 26,416 shares
    Change vs previous 13F -1,346 shares

    0.03% of the 13F portfolio, value $2,789,510.

    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 27,762 shares
    Change vs previous 13F -4,593 shares

    0.03% of the 13F portfolio, value $2,928,350.

    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 32,355 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,435,810.

    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).