Skip to content
Disclosery

OneDigital Investment Advisors LLC: CFG position timeline

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

OneDigital Investment Advisors LLC held 5,373 CFG 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 5,373 shares
    Change vs previous 13F +185 shares

    <0.01% of the 13F portfolio, value $376,520.

    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 5,188 shares
    Change vs previous 13F -2,036 shares

    <0.01% of the 13F portfolio, value $311,128.

    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 7,224 shares
    Change vs previous 13F -368 shares

    <0.01% of the 13F portfolio, value $421,927.

    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 7,592 shares
    Change vs previous 13F -25 shares

    <0.01% of the 13F portfolio, value $403,566.

    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 7,617 shares
    Change vs previous 13F +491 shares

    <0.01% of the 13F portfolio, value $340,865.

    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 7,126 shares
    Change vs previous 13F +1,957 shares

    <0.01% of the 13F portfolio, value $291,933.

    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 5,169 shares
    Change vs previous 13F -473 shares

    <0.01% of the 13F portfolio, value $226,188.

    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 5,642 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $231,697.

    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).