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OneDigital Investment Advisors LLC: ADI position timeline

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

OneDigital Investment Advisors LLC held 6,791 ADI 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 6,791 shares
    Change vs previous 13F +115 shares

    0.02% of the 13F portfolio, value $2,697,276.

    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 6,676 shares
    Change vs previous 13F -750 shares

    0.02% of the 13F portfolio, value $2,123,913.

    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 7,426 shares
    Change vs previous 13F -212 shares

    0.02% of the 13F portfolio, value $2,013,924.

    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 7,638 shares
    Change vs previous 13F -113 shares

    0.02% of the 13F portfolio, value $1,876,650.

    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 7,751 shares
    Change vs previous 13F -191 shares

    0.02% of the 13F portfolio, value $1,844,972.

    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 7,942 shares
    Change vs previous 13F +702 shares

    0.02% of the 13F portfolio, value $1,601,683.

    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 7,240 shares
    Change vs previous 13F -3,801 shares

    0.02% of the 13F portfolio, value $1,538,259.

    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 11,041 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,541,248.

    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).