Skip to content
Disclosery

OneDigital Investment Advisors LLC: CB position timeline

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

OneDigital Investment Advisors LLC held 8,054 CB 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 8,054 shares
    Change vs previous 13F -1,919 shares

    0.02% of the 13F portfolio, value $2,744,388.

    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 9,973 shares
    Change vs previous 13F -394 shares

    0.03% of the 13F portfolio, value $3,250,591.

    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 10,367 shares
    Change vs previous 13F -183 shares

    0.03% of the 13F portfolio, value $3,235,674.

    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 10,550 shares
    Change vs previous 13F -696 shares

    0.03% of the 13F portfolio, value $2,977,655.

    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 11,246 shares
    Change vs previous 13F +773 shares

    0.04% of the 13F portfolio, value $3,258,127.

    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 10,473 shares
    Change vs previous 13F -1,768 shares

    0.04% of the 13F portfolio, value $3,162,615.

    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 12,241 shares
    Change vs previous 13F +3,042 shares

    0.04% of the 13F portfolio, value $3,382,071.

    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 9,199 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,653,032.

    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).