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OneDigital Investment Advisors LLC: AVEM position timeline

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

OneDigital Investment Advisors LLC held 1,374,387 AVEM 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 1,374,387 shares
    Change vs previous 13F -514,563 shares

    1.12% of the 13F portfolio, value $132,614,636.

    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 1,888,950 shares
    Change vs previous 13F -356,245 shares

    1.49% of the 13F portfolio, value $152,211,601.

    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 2,245,195 shares
    Change vs previous 13F +1,975,286 shares

    1.69% of the 13F portfolio, value $172,924,910.

    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 269,909 shares
    Change vs previous 13F +49,736 shares

    0.21% of the 13F portfolio, value $20,272,843.

    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 220,173 shares
    Change vs previous 13F +12,055 shares

    0.17% of the 13F portfolio, value $15,090,686.

    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 208,118 shares
    Change vs previous 13F -2,116 shares

    0.15% of the 13F portfolio, value $12,522,444.

    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 210,234 shares
    Change vs previous 13F +9,910 shares

    0.14% of the 13F portfolio, value $12,359,636.

    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 200,324 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $12,940,925.

    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).