Skip to content
Disclosery

OneDigital Investment Advisors LLC: DFAE position timeline

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

OneDigital Investment Advisors LLC held 1,055,561 DFAE 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 1,055,561 shares
    Change vs previous 13F +5,934 shares

    0.36% of the 13F portfolio, value $42,444,089.

    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 1,049,627 shares
    Change vs previous 13F +10,855 shares

    0.35% of the 13F portfolio, value $35,540,373.

    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 1,038,772 shares
    Change vs previous 13F +60,789 shares

    0.33% of the 13F portfolio, value $33,832,799.

    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 977,983 shares
    Change vs previous 13F +51,774 shares

    0.32% of the 13F portfolio, value $30,835,805.

    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 926,209 shares
    Change vs previous 13F +71,897 shares

    0.3% of the 13F portfolio, value $26,813,755.

    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 854,312 shares
    Change vs previous 13F +51,232 shares

    0.26% of the 13F portfolio, value $22,118,142.

    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 803,080 shares
    Change vs previous 13F +115,397 shares

    0.24% of the 13F portfolio, value $20,374,146.

    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 687,683 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $18,849,402.

    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).