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OneDigital Investment Advisors LLC: USMV position timeline

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

OneDigital Investment Advisors LLC held 223,733 USMV 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 223,733 shares
    Change vs previous 13F -2,983 shares

    0.18% of the 13F portfolio, value $21,581,267.

    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 226,716 shares
    Change vs previous 13F -7,882 shares

    0.21% of the 13F portfolio, value $21,025,646.

    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 234,598 shares
    Change vs previous 13F -6,829 shares

    0.22% of the 13F portfolio, value $22,089,790.

    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 241,427 shares
    Change vs previous 13F -12,008 shares

    0.24% of the 13F portfolio, value $22,969,396.

    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 253,435 shares
    Change vs previous 13F -17,154 shares

    0.26% of the 13F portfolio, value $23,789,965.

    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 270,589 shares
    Change vs previous 13F -10,406 shares

    0.3% of the 13F portfolio, value $25,343,328.

    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 280,995 shares
    Change vs previous 13F -17,997 shares

    0.29% of the 13F portfolio, value $24,949,579.

    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 298,992 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $27,300,926.

    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).