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OneDigital Investment Advisors LLC: AESI position timeline

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

OneDigital Investment Advisors LLC held 16,698 AESI 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 16,698 shares
    Change vs previous 13F -3,170 shares

    <0.01% of the 13F portfolio, value $277,354.

    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 19,868 shares
    Change vs previous 13F +698 shares

    <0.01% of the 13F portfolio, value $260,668.

    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 19,170 shares
    Change vs previous 13F -85 shares

    <0.01% of the 13F portfolio, value $180,581.

    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 19,255 shares
    Change vs previous 13F +12 shares

    <0.01% of the 13F portfolio, value $218,929.

    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 19,243 shares
    Change vs previous 13F -185 shares

    <0.01% of the 13F portfolio, value $257,279.

    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 19,428 shares
    Change vs previous 13F +134 shares

    <0.01% of the 13F portfolio, value $346,596.

    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 19,294 shares
    Change vs previous 13F -10,064 shares

    <0.01% of the 13F portfolio, value $427,941.

    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 29,358 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $640,004.

    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).