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OneDigital Investment Advisors LLC: TGRT position timeline

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

OneDigital Investment Advisors LLC held 557,359 TGRT 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 557,359 shares
    Change vs previous 13F -16,622 shares

    0.22% of the 13F portfolio, value $25,482,467.

    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 573,981 shares
    Change vs previous 13F +83,241 shares

    0.22% of the 13F portfolio, value $22,563,205.

    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 490,740 shares
    Change vs previous 13F -5,010 shares

    0.21% of the 13F portfolio, value $21,715,255.

    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 495,750 shares
    Change vs previous 13F -12,962 shares

    0.22% of the 13F portfolio, value $21,634,512.

    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 508,712 shares
    Change vs previous 13F -3,109 shares

    0.23% of the 13F portfolio, value $20,562,279.

    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 511,821 shares
    Change vs previous 13F +152,241 shares

    0.21% of the 13F portfolio, value $17,555,468.

    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 359,580 shares
    Change vs previous 13F +199,569 shares

    0.16% of the 13F portfolio, value $13,617,308.

    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 160,011 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,741,205.

    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).