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OneDigital Investment Advisors LLC: UPWK position timeline

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

OneDigital Investment Advisors LLC held 496,544 UPWK 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 496,544 shares
    Change vs previous 13F +241,453 shares

    0.04% of the 13F portfolio, value $4,151,108.

    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 255,091 shares
    Change vs previous 13F -2,825 shares

    0.03% of the 13F portfolio, value $2,795,797.

    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 257,916 shares
    Change vs previous 13F -10,484 shares

    0.05% of the 13F portfolio, value $5,111,895.

    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 268,400 shares
    Change vs previous 13F -5,199 shares

    0.05% of the 13F portfolio, value $4,984,188.

    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 273,599 shares
    Change vs previous 13F -4,338 shares

    0.04% of the 13F portfolio, value $3,677,171.

    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 277,937 shares
    Change vs previous 13F -36,570 shares

    0.04% of the 13F portfolio, value $3,627,078.

    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 314,507 shares
    Change vs previous 13F +129,923 shares

    0.06% of the 13F portfolio, value $5,142,189.

    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 184,584 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,928,903.

    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).