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OneDigital Investment Advisors LLC: UPS position timeline

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

OneDigital Investment Advisors LLC held 57,630 UPS 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 57,630 shares
    Change vs previous 13F +3,320 shares

    0.05% of the 13F portfolio, value $6,195,193.

    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 54,310 shares
    Change vs previous 13F -53 shares

    0.05% of the 13F portfolio, value $5,342,980.

    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 54,363 shares
    Change vs previous 13F +31,680 shares

    0.05% of the 13F portfolio, value $5,392,258.

    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 22,683 shares
    Change vs previous 13F -4,837 shares

    0.02% of the 13F portfolio, value $1,894,682.

    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 27,520 shares
    Change vs previous 13F -1,275 shares

    0.03% of the 13F portfolio, value $2,777,918.

    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 28,795 shares
    Change vs previous 13F -4,281 shares

    0.04% of the 13F portfolio, value $3,167,172.

    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 33,076 shares
    Change vs previous 13F +6,886 shares

    0.05% of the 13F portfolio, value $4,170,853.

    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 26,190 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,570,763.

    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).