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OneDigital Investment Advisors LLC: DFAS position timeline

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

OneDigital Investment Advisors LLC held 236,987 DFAS 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 236,987 shares
    Change vs previous 13F +635 shares

    0.16% of the 13F portfolio, value $19,513,469.

    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 236,352 shares
    Change vs previous 13F +6,848 shares

    0.16% of the 13F portfolio, value $16,811,707.

    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 229,504 shares
    Change vs previous 13F -16,158 shares

    0.16% of the 13F portfolio, value $15,989,534.

    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 245,662 shares
    Change vs previous 13F +49,513 shares

    0.17% of the 13F portfolio, value $16,818,014.

    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 196,149 shares
    Change vs previous 13F -68 shares

    0.14% of the 13F portfolio, value $12,496,631.

    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 196,217 shares
    Change vs previous 13F -6,040 shares

    0.14% of the 13F portfolio, value $11,723,981.

    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 202,257 shares
    Change vs previous 13F +14,503 shares

    0.15% of the 13F portfolio, value $13,162,855.

    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 187,754 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $12,177,735.

    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).