Skip to content
Disclosery

OneDigital Investment Advisors LLC: AVGO position timeline

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

OneDigital Investment Advisors LLC held 63,814 AVGO 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 63,814 shares
    Change vs previous 13F +3,809 shares

    0.2% of the 13F portfolio, value $24,105,859.

    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 60,005 shares
    Change vs previous 13F -37,539 shares

    0.18% of the 13F portfolio, value $18,572,275.

    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 97,544 shares
    Change vs previous 13F +2,609 shares

    0.33% of the 13F portfolio, value $33,759,903.

    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 94,935 shares
    Change vs previous 13F +1,966 shares

    0.32% of the 13F portfolio, value $31,319,929.

    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 92,969 shares
    Change vs previous 13F -3,906 shares

    0.28% of the 13F portfolio, value $25,626,908.

    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 96,875 shares
    Change vs previous 13F -1,409 shares

    0.19% of the 13F portfolio, value $16,219,834.

    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 98,284 shares
    Change vs previous 13F -7,477 shares

    0.26% of the 13F portfolio, value $22,786,242.

    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 105,761 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $18,243,723.

    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).