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OneDigital Investment Advisors LLC: APAM position timeline

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

OneDigital Investment Advisors LLC held 17,231 APAM 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 17,231 shares
    Change vs previous 13F +5,494 shares

    0.01% of the 13F portfolio, value $594,975.

    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 11,737 shares
    Change vs previous 13F -487 shares

    <0.01% of the 13F portfolio, value $427,110.

    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 12,224 shares
    Change vs previous 13F -64 shares

    <0.01% of the 13F portfolio, value $497,995.

    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 12,288 shares
    Change vs previous 13F -188 shares

    0.01% of the 13F portfolio, value $533,301.

    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 12,476 shares
    Change vs previous 13F -262 shares

    0.01% of the 13F portfolio, value $553,041.

    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 12,738 shares
    Change vs previous 13F +1,047 shares

    0.01% of the 13F portfolio, value $498,056.

    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 11,691 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $503,298.

    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).