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OneDigital Investment Advisors LLC: CRM position timeline

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

OneDigital Investment Advisors LLC held 8,824 CRM 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 8,824 shares
    Change vs previous 13F -5,819 shares

    0.01% of the 13F portfolio, value $1,382,354.

    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 14,643 shares
    Change vs previous 13F -2,803 shares

    0.03% of the 13F portfolio, value $2,733,325.

    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 17,446 shares
    Change vs previous 13F +4,425 shares

    0.05% of the 13F portfolio, value $4,621,562.

    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 13,021 shares
    Change vs previous 13F -24,166 shares

    0.03% of the 13F portfolio, value $3,086,015.

    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 37,187 shares
    Change vs previous 13F +318 shares

    0.11% of the 13F portfolio, value $10,140,428.

    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 36,869 shares
    Change vs previous 13F -9,572 shares

    0.12% of the 13F portfolio, value $9,894,239.

    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 46,441 shares
    Change vs previous 13F -3,107 shares

    0.18% of the 13F portfolio, value $15,526,688.

    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 49,548 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $13,561,899.

    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).