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OneDigital Investment Advisors LLC: TIP position timeline

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

OneDigital Investment Advisors LLC held 60,711 TIP 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 60,711 shares
    Change vs previous 13F +5,022 shares

    0.06% of the 13F portfolio, value $6,643,648.

    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 55,689 shares
    Change vs previous 13F -1,972 shares

    0.06% of the 13F portfolio, value $6,145,876.

    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 57,661 shares
    Change vs previous 13F -3,986 shares

    0.06% of the 13F portfolio, value $6,337,558.

    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 61,647 shares
    Change vs previous 13F -62 shares

    0.07% of the 13F portfolio, value $6,856,388.

    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 61,709 shares
    Change vs previous 13F -820 shares

    0.08% of the 13F portfolio, value $6,790,497.

    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 62,529 shares
    Change vs previous 13F -8,760 shares

    0.08% of the 13F portfolio, value $6,946,321.

    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 71,289 shares
    Change vs previous 13F -14,900 shares

    0.09% of the 13F portfolio, value $7,595,888.

    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 86,189 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $9,521,248.

    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).