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OneDigital Investment Advisors LLC: AVLC position timeline

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

OneDigital Investment Advisors LLC held 229,862 AVLC 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 229,862 shares
    Change vs previous 13F +3,713 shares

    0.17% of the 13F portfolio, value $20,678,418.

    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 226,149 shares
    Change vs previous 13F +404 shares

    0.17% of the 13F portfolio, value $17,537,862.

    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 225,745 shares
    Change vs previous 13F -10,755 shares

    0.17% of the 13F portfolio, value $17,748,066.

    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 236,500 shares
    Change vs previous 13F -43,147 shares

    0.19% of the 13F portfolio, value $18,094,648.

    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 279,647 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $19,866,152.

    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).