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OneDigital Investment Advisors LLC: CVS position timeline

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

OneDigital Investment Advisors LLC held 159,641 CVS 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 159,641 shares
    Change vs previous 13F -77,913 shares

    0.14% of the 13F portfolio, value $16,514,833.

    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 237,554 shares
    Change vs previous 13F -1,708 shares

    0.17% of the 13F portfolio, value $17,061,161.

    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 239,262 shares
    Change vs previous 13F -157,359 shares

    0.19% of the 13F portfolio, value $18,987,824.

    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 396,621 shares
    Change vs previous 13F -1,189 shares

    0.31% of the 13F portfolio, value $29,901,230.

    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 397,810 shares
    Change vs previous 13F -3,145 shares

    0.3% of the 13F portfolio, value $27,440,916.

    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 400,955 shares
    Change vs previous 13F +1,463 shares

    0.32% of the 13F portfolio, value $27,164,680.

    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 399,492 shares
    Change vs previous 13F -176,253 shares

    0.21% of the 13F portfolio, value $17,933,207.

    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 575,745 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $36,202,840.

    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).