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OneDigital Investment Advisors LLC: XSOE position timeline

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

OneDigital Investment Advisors LLC held 586,910 XSOE 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 586,910 shares
    Change vs previous 13F -12,530 shares

    0.24% of the 13F portfolio, value $28,864,231.

    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 599,440 shares
    Change vs previous 13F -163,247 shares

    0.24% of the 13F portfolio, value $24,037,548.

    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 762,687 shares
    Change vs previous 13F -2,965,638 shares

    0.29% of the 13F portfolio, value $29,760,063.

    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 3,728,325 shares
    Change vs previous 13F +373,333 shares

    1.45% of the 13F portfolio, value $141,452,652.

    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 3,354,992 shares
    Change vs previous 13F +950,549 shares

    1.28% of the 13F portfolio, value $115,680,132.

    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 2,404,443 shares
    Change vs previous 13F +1,045,679 shares

    0.88% of the 13F portfolio, value $74,225,150.

    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 1,358,764 shares
    Change vs previous 13F +30,709 shares

    0.48% of the 13F portfolio, value $41,415,129.

    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 1,328,055 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $43,865,648.

    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).