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OneDigital Investment Advisors LLC: CLVT position timeline

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

OneDigital Investment Advisors LLC held 515,575 CLVT 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 515,575 shares
    Change vs previous 13F +217,103 shares

    0.01% of the 13F portfolio, value $1,113,642.

    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 298,472 shares
    Change vs previous 13F +8,627 shares

    0.01% of the 13F portfolio, value $755,134.

    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 289,845 shares
    Change vs previous 13F -432 shares

    0.01% of the 13F portfolio, value $968,082.

    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 290,277 shares
    Change vs previous 13F -7,354 shares

    0.01% of the 13F portfolio, value $1,111,761.

    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 297,631 shares
    Change vs previous 13F +2,603 shares

    0.01% of the 13F portfolio, value $1,279,813.

    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 295,028 shares
    Change vs previous 13F +14,617 shares

    0.01% of the 13F portfolio, value $1,159,460.

    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 280,411 shares
    Change vs previous 13F +153,638 shares

    0.02% of the 13F portfolio, value $1,424,488.

    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 126,773 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $900,088.

    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).