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OneDigital Investment Advisors LLC: XLK position timeline

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

OneDigital Investment Advisors LLC held 125,685 XLK 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 125,685 shares
    Change vs previous 13F +77,895 shares

    0.2% of the 13F portfolio, value $23,945,588.

    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 47,790 shares
    Change vs previous 13F -551 shares

    0.06% of the 13F portfolio, value $6,351,307.

    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 48,341 shares
    Change vs previous 13F +23,129 shares

    0.07% of the 13F portfolio, value $6,959,632.

    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 25,212 shares
    Change vs previous 13F +1,141 shares

    0.07% of the 13F portfolio, value $7,106,354.

    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 24,071 shares
    Change vs previous 13F -1,499 shares

    0.07% of the 13F portfolio, value $6,095,412.

    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 25,570 shares
    Change vs previous 13F +41 shares

    0.06% of the 13F portfolio, value $5,279,634.

    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 25,529 shares
    Change vs previous 13F +469 shares

    0.07% of the 13F portfolio, value $5,935,912.

    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 25,060 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,657,637.

    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).