Skip to content
Disclosery

OneDigital Investment Advisors LLC: AVDE position timeline

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

OneDigital Investment Advisors LLC held 314,914 AVDE 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 314,914 shares
    Change vs previous 13F +2,400 shares

    0.24% of the 13F portfolio, value $28,090,306.

    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 312,514 shares
    Change vs previous 13F -142,827 shares

    0.26% of the 13F portfolio, value $26,513,706.

    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 455,341 shares
    Change vs previous 13F -21,318 shares

    0.37% of the 13F portfolio, value $37,483,659.

    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 476,659 shares
    Change vs previous 13F -60,806 shares

    0.39% of the 13F portfolio, value $37,608,402.

    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 537,465 shares
    Change vs previous 13F -205,599 shares

    0.44% of the 13F portfolio, value $39,777,757.

    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 743,064 shares
    Change vs previous 13F -64,324 shares

    0.58% of the 13F portfolio, value $49,242,839.

    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 807,388 shares
    Change vs previous 13F +178,348 shares

    0.57% of the 13F portfolio, value $49,549,408.

    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 629,040 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $42,164,552.

    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).