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OneDigital Investment Advisors LLC: DFAW position timeline

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

OneDigital Investment Advisors LLC held 12,988 DFAW 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 12,988 shares
    Change vs previous 13F +2,893 shares

    0.01% of the 13F portfolio, value $1,075,248.

    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 10,095 shares
    Change vs previous 13F +1,237 shares

    0.01% of the 13F portfolio, value $744,780.

    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 8,858 shares
    Change vs previous 13F +1,001 shares

    0.01% of the 13F portfolio, value $655,305.

    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 7,857 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $564,632.

    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).