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OneDigital Investment Advisors LLC: DFCF position timeline

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

OneDigital Investment Advisors LLC held 3,476,475 DFCF 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 3,476,475 shares
    Change vs previous 13F +138,609 shares

    1.24% of the 13F portfolio, value $146,742,012.

    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 3,337,866 shares
    Change vs previous 13F +108,282 shares

    1.38% of the 13F portfolio, value $140,924,693.

    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 3,229,584 shares
    Change vs previous 13F +337,311 shares

    1.35% of the 13F portfolio, value $137,451,105.

    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 2,892,273 shares
    Change vs previous 13F +179,755 shares

    1.27% of the 13F portfolio, value $123,673,613.

    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 2,712,518 shares
    Change vs previous 13F +25,898 shares

    1.27% of the 13F portfolio, value $114,631,003.

    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 2,686,620 shares
    Change vs previous 13F +52,603 shares

    1.34% of the 13F portfolio, value $112,999,220.

    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 2,634,017 shares
    Change vs previous 13F +204,892 shares

    1.26% of the 13F portfolio, value $108,705,874.

    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 2,429,125 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $104,913,904.

    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).