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OneDigital Investment Advisors LLC: USIG position timeline

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

OneDigital Investment Advisors LLC held 365,404 USIG 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 365,404 shares
    Change vs previous 13F -39,907 shares

    0.16% of the 13F portfolio, value $18,741,579.

    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 405,311 shares
    Change vs previous 13F -1,075 shares

    0.2% of the 13F portfolio, value $20,764,060.

    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 406,386 shares
    Change vs previous 13F +2,390 shares

    0.21% of the 13F portfolio, value $21,038,581.

    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 403,996 shares
    Change vs previous 13F -6,986 shares

    0.22% of the 13F portfolio, value $21,096,663.

    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 410,982 shares
    Change vs previous 13F +60,936 shares

    0.23% of the 13F portfolio, value $21,140,903.

    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 350,046 shares
    Change vs previous 13F -1,858 shares

    0.21% of the 13F portfolio, value $17,880,348.

    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 351,904 shares
    Change vs previous 13F +13,475 shares

    0.21% of the 13F portfolio, value $17,693,735.

    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 338,429 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $17,794,578.

    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).