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OneDigital Investment Advisors LLC: AVRE position timeline

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

OneDigital Investment Advisors LLC held 89,648 AVRE 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 89,648 shares
    Change vs previous 13F +1,627 shares

    0.04% of the 13F portfolio, value $4,247,515.

    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 88,021 shares
    Change vs previous 13F +3,169 shares

    0.04% of the 13F portfolio, value $3,874,668.

    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 84,852 shares
    Change vs previous 13F -3,751 shares

    0.04% of the 13F portfolio, value $3,693,593.

    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 88,603 shares
    Change vs previous 13F -10,058 shares

    0.04% of the 13F portfolio, value $3,941,046.

    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 98,661 shares
    Change vs previous 13F -18,491 shares

    0.05% of the 13F portfolio, value $4,356,856.

    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 117,152 shares
    Change vs previous 13F -4,028 shares

    0.06% of the 13F portfolio, value $5,038,721.

    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 121,180 shares
    Change vs previous 13F -730 shares

    0.06% of the 13F portfolio, value $5,079,866.

    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 121,910 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,746,838.

    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).