OneDigital Investment Advisors LLC: DDWM position timeline

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

OneDigital Investment Advisors LLC held 181,872 DDWM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

period ended2026-06-30
13F 181,872 shares
Change vs previous 13F +1,599 shares
0.07% of the 13F portfolio, value $8,398,850.
13F-HR 0001690370-26-000005 filed by OneDigital Investment Advisors LLC
Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 180,273 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $7,951,838.
13F-HR 0001690370-26-000004 filed by OneDigital Investment Advisors LLC
Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).