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OneDigital Investment Advisors LLC: UCON position timeline

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

OneDigital Investment Advisors LLC held 227,668 UCON 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 227,668 shares
    Change vs previous 13F +31,903 shares

    0.05% of the 13F portfolio, value $5,664,371.

    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 195,765 shares
    Change vs previous 13F +71,873 shares

    0.05% of the 13F portfolio, value $4,849,097.

    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 123,892 shares
    Change vs previous 13F +23,724 shares

    0.03% of the 13F portfolio, value $3,118,363.

    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 100,168 shares
    Change vs previous 13F +20,612 shares

    0.03% of the 13F portfolio, value $2,523,071.

    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 79,556 shares
    Change vs previous 13F +2,225 shares

    0.02% of the 13F portfolio, value $1,980,143.

    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 77,331 shares
    Change vs previous 13F +3,743 shares

    0.02% of the 13F portfolio, value $1,913,937.

    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 73,588 shares
    Change vs previous 13F +45,717 shares

    0.02% of the 13F portfolio, value $1,813,939.

    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 27,871 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $700,398.

    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).