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OneDigital Investment Advisors LLC: XLG position timeline

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

OneDigital Investment Advisors LLC held 239,838 XLG 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 239,838 shares
    Change vs previous 13F +4,010 shares

    0.12% of the 13F portfolio, value $14,685,309.

    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 235,828 shares
    Change vs previous 13F +26,311 shares

    0.13% of the 13F portfolio, value $12,864,428.

    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 209,517 shares
    Change vs previous 13F -7,674 shares

    0.12% of the 13F portfolio, value $12,420,154.

    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 217,191 shares
    Change vs previous 13F -5,073 shares

    0.13% of the 13F portfolio, value $12,492,802.

    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 222,264 shares
    Change vs previous 13F -63,750 shares

    0.13% of the 13F portfolio, value $11,579,979.

    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 286,014 shares
    Change vs previous 13F +15,082 shares

    0.16% of the 13F portfolio, value $13,162,380.

    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 270,932 shares
    Change vs previous 13F -12,247 shares

    0.16% of the 13F portfolio, value $13,535,776.

    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 283,179 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $13,459,510.

    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).