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OneDigital Investment Advisors LLC: ULCC position timeline

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

OneDigital Investment Advisors LLC held 178,416 ULCC 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 178,416 shares
    Change vs previous 13F -184,737 shares

    0.01% of the 13F portfolio, value $1,411,271.

    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 363,153 shares
    Change vs previous 13F -2,990 shares

    0.01% of the 13F portfolio, value $1,281,930.

    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 366,143 shares
    Change vs previous 13F -9,952 shares

    0.02% of the 13F portfolio, value $1,724,534.

    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 376,095 shares
    Change vs previous 13F -13,632 shares

    0.02% of the 13F portfolio, value $1,660,460.

    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 389,727 shares
    Change vs previous 13F +1,871 shares

    0.02% of the 13F portfolio, value $1,414,709.

    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 387,856 shares
    Change vs previous 13F -66,147 shares

    0.02% of the 13F portfolio, value $1,683,295.

    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 454,003 shares
    Change vs previous 13F +144,165 shares

    0.04% of the 13F portfolio, value $3,227,961.

    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 309,838 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,657,633.

    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).