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Disclosery

OneDigital Investment Advisors LLC: CTA position timeline

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

OneDigital Investment Advisors LLC held 0 CTA shares at 2025-06-30 per its 13F-HR filed 2025-08-07.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -91,951 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 91,951 shares
    Change vs previous 13F -394 shares

    0.03% of the 13F portfolio, value $2,721,760.

    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).

  3. period ended2024-12-31
    13F 92,345 shares
    Change vs previous 13F +6,831 shares

    0.03% of the 13F portfolio, value $2,575,513.

    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).

  4. period ended2024-09-30
    13F 85,514 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,223,373.

    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).