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One Degree Advisors Inc: PTIN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of One Degree Advisors Inc on PTIN, newest first. How the timeline and the estimate are built.

One Degree Advisors Inc held 41,132 PTIN shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,132 shares
    Change vs previous 13F +2,279 shares

    0.33% of the 13F portfolio, value $1,487,000.

    13F-HR 0002005743-26-000004 filed by One Degree Advisors Inc
    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 38,853 shares
    Change vs previous 13F -95 shares

    0.33% of the 13F portfolio, value $1,263,000.

    13F-HR 0002005743-26-000003 filed by One Degree Advisors Inc
    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 38,948 shares
    Change vs previous 13F +3,356 shares

    0.34% of the 13F portfolio, value $1,224,000.

    13F-HR 0002005743-26-000002 filed by One Degree Advisors Inc
    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 35,592 shares
    Change vs previous 13F +3,536 shares

    0.33% of the 13F portfolio, value $1,084,000.

    13F-HR 0002005743-25-000004 filed by One Degree Advisors Inc
    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 32,056 shares
    Change vs previous 13F +18,126 shares

    0.33% of the 13F portfolio, value $929,000.

    13F-HR 0001907157-25-000021 filed by One Degree Advisors Inc
    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 13,930 shares
    Change vs previous 13F +5,582 shares

    0.17% of the 13F portfolio, value $408,000.

    13F-HR 0002005743-25-000002 filed by One Degree Advisors Inc
    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 8,348 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $246,000.

    13F-HR 0002005743-25-000001 filed by One Degree Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).