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OneDigital Investment Advisors LLC: VUSB position timeline

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

OneDigital Investment Advisors LLC held 267,282 VUSB 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 267,282 shares
    Change vs previous 13F -5,552 shares

    0.11% of the 13F portfolio, value $13,305,303.

    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 272,834 shares
    Change vs previous 13F -10,776 shares

    0.13% of the 13F portfolio, value $13,583,030.

    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 283,610 shares
    Change vs previous 13F +147,572 shares

    0.14% of the 13F portfolio, value $14,135,103.

    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 136,038 shares
    Change vs previous 13F +18,116 shares

    0.07% of the 13F portfolio, value $6,801,199.

    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 117,922 shares
    Change vs previous 13F +14,389 shares

    0.07% of the 13F portfolio, value $5,880,185.

    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 103,533 shares
    Change vs previous 13F +9,201 shares

    0.06% of the 13F portfolio, value $5,161,641.

    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 94,332 shares
    Change vs previous 13F +15,705 shares

    0.05% of the 13F portfolio, value $4,680,756.

    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 78,627 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,926,617.

    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).