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OneDigital Investment Advisors LLC: DE position timeline

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

OneDigital Investment Advisors LLC held 8,118 DE 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 8,118 shares
    Change vs previous 13F -250 shares

    0.04% of the 13F portfolio, value $5,149,787.

    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 8,368 shares
    Change vs previous 13F -4,217 shares

    0.05% of the 13F portfolio, value $4,713,974.

    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 12,585 shares
    Change vs previous 13F +4,328 shares

    0.06% of the 13F portfolio, value $5,859,328.

    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 8,257 shares
    Change vs previous 13F -262 shares

    0.04% of the 13F portfolio, value $3,775,528.

    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 8,519 shares
    Change vs previous 13F +2,994 shares

    0.05% of the 13F portfolio, value $4,331,883.

    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 5,525 shares
    Change vs previous 13F -267 shares

    0.03% of the 13F portfolio, value $2,593,321.

    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 5,792 shares
    Change vs previous 13F -911 shares

    0.03% of the 13F portfolio, value $2,453,917.

    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 6,703 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,797,422.

    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).