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OneDigital Investment Advisors LLC: SUSA position timeline

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

OneDigital Investment Advisors LLC held 24,528 SUSA 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 24,528 shares
    Change vs previous 13F +228 shares

    0.03% of the 13F portfolio, value $3,784,595.

    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 24,300 shares
    Change vs previous 13F +1,245 shares

    0.03% of the 13F portfolio, value $3,210,093.

    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 23,055 shares
    Change vs previous 13F -2,349 shares

    0.03% of the 13F portfolio, value $3,212,599.

    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 25,404 shares
    Change vs previous 13F +1,636 shares

    0.04% of the 13F portfolio, value $3,446,033.

    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 23,768 shares
    Change vs previous 13F -7,631 shares

    0.03% of the 13F portfolio, value $3,012,552.

    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 31,399 shares
    Change vs previous 13F +3,182 shares

    0.04% of the 13F portfolio, value $3,606,825.

    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 28,217 shares
    Change vs previous 13F +710 shares

    0.04% of the 13F portfolio, value $3,430,881.

    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 27,507 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,310,998.

    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).