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OneDigital Investment Advisors LLC: DFAX position timeline

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

OneDigital Investment Advisors LLC held 891,121 DFAX 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 891,121 shares
    Change vs previous 13F +2,784 shares

    0.28% of the 13F portfolio, value $32,828,887.

    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 888,337 shares
    Change vs previous 13F +34,472 shares

    0.3% of the 13F portfolio, value $30,176,797.

    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 853,865 shares
    Change vs previous 13F -13,543 shares

    0.27% of the 13F portfolio, value $27,946,991.

    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 867,408 shares
    Change vs previous 13F -6,589 shares

    0.28% of the 13F portfolio, value $27,219,250.

    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 873,997 shares
    Change vs previous 13F -17,555 shares

    0.29% of the 13F portfolio, value $25,669,302.

    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 891,552 shares
    Change vs previous 13F -16,987 shares

    0.28% of the 13F portfolio, value $23,358,652.

    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 908,539 shares
    Change vs previous 13F -16,476 shares

    0.26% of the 13F portfolio, value $22,586,279.

    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 925,015 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $24,984,657.

    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).