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OneDigital Investment Advisors LLC: DBMF position timeline

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

OneDigital Investment Advisors LLC held 428,464 DBMF 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 428,464 shares
    Change vs previous 13F -15,629 shares

    0.11% of the 13F portfolio, value $13,115,283.

    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 444,093 shares
    Change vs previous 13F -200,261 shares

    0.13% of the 13F portfolio, value $13,389,417.

    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 644,354 shares
    Change vs previous 13F -20,089 shares

    0.18% of the 13F portfolio, value $18,080,562.

    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 664,443 shares
    Change vs previous 13F -24,780 shares

    0.19% of the 13F portfolio, value $18,145,952.

    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 689,223 shares
    Change vs previous 13F -7,518 shares

    0.2% of the 13F portfolio, value $17,733,700.

    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 696,741 shares
    Change vs previous 13F -30,289 shares

    0.21% of the 13F portfolio, value $17,599,666.

    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 727,030 shares
    Change vs previous 13F +92,820 shares

    0.22% of the 13F portfolio, value $19,019,107.

    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 634,210 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $17,840,327.

    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).