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OneDigital Investment Advisors LLC: DFAT position timeline

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

OneDigital Investment Advisors LLC held 50,454 DFAT 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 50,454 shares
    Change vs previous 13F -1,262 shares

    0.03% of the 13F portfolio, value $3,526,702.

    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 51,716 shares
    Change vs previous 13F -1,308 shares

    0.03% of the 13F portfolio, value $3,229,672.

    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 53,024 shares
    Change vs previous 13F -2,937 shares

    0.03% of the 13F portfolio, value $3,157,060.

    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 55,961 shares
    Change vs previous 13F -3,382 shares

    0.03% of the 13F portfolio, value $3,257,500.

    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 59,343 shares
    Change vs previous 13F -10,885 shares

    0.04% of the 13F portfolio, value $3,202,169.

    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 70,228 shares
    Change vs previous 13F -10,402 shares

    0.04% of the 13F portfolio, value $3,616,017.

    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 80,630 shares
    Change vs previous 13F -3,652 shares

    0.05% of the 13F portfolio, value $4,487,884.

    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 84,282 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,688,589.

    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).