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OneDigital Investment Advisors LLC: DEO position timeline

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

OneDigital Investment Advisors LLC held 23,098 DEO 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 23,098 shares
    Change vs previous 13F +866 shares

    0.02% of the 13F portfolio, value $1,856,653.

    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 22,232 shares
    Change vs previous 13F -1,097 shares

    0.02% of the 13F portfolio, value $1,655,181.

    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 23,329 shares
    Change vs previous 13F -2,586 shares

    0.02% of the 13F portfolio, value $2,012,615.

    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 25,915 shares
    Change vs previous 13F +362 shares

    0.03% of the 13F portfolio, value $2,473,107.

    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 25,553 shares
    Change vs previous 13F -578 shares

    0.03% of the 13F portfolio, value $2,576,796.

    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 26,131 shares
    Change vs previous 13F +782 shares

    0.03% of the 13F portfolio, value $2,738,252.

    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 25,349 shares
    Change vs previous 13F -786 shares

    0.04% of the 13F portfolio, value $3,222,611.

    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 26,135 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,667,794.

    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).