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OneDigital Investment Advisors LLC: XLF position timeline

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

OneDigital Investment Advisors LLC held 138,093 XLF 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 138,093 shares
    Change vs previous 13F +34,488 shares

    0.06% of the 13F portfolio, value $7,403,155.

    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 103,605 shares
    Change vs previous 13F -16,493 shares

    0.05% of the 13F portfolio, value $5,114,985.

    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 120,098 shares
    Change vs previous 13F -2,161 shares

    0.06% of the 13F portfolio, value $6,577,768.

    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 122,259 shares
    Change vs previous 13F +1,290 shares

    0.07% of the 13F portfolio, value $6,586,071.

    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 120,969 shares
    Change vs previous 13F -1,361 shares

    0.07% of the 13F portfolio, value $6,335,138.

    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 122,330 shares
    Change vs previous 13F +1,752 shares

    0.07% of the 13F portfolio, value $6,093,237.

    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 120,578 shares
    Change vs previous 13F -7,742 shares

    0.07% of the 13F portfolio, value $5,827,552.

    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 128,320 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,815,459.

    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).