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OneDigital Investment Advisors LLC: DFEM position timeline

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

OneDigital Investment Advisors LLC held 1,114,346 DFEM 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 1,114,346 shares
    Change vs previous 13F +33,101 shares

    0.38% of the 13F portfolio, value $45,287,002.

    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 1,081,245 shares
    Change vs previous 13F +16,959 shares

    0.37% of the 13F portfolio, value $37,357,005.

    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 1,064,286 shares
    Change vs previous 13F +56,152 shares

    0.35% of the 13F portfolio, value $35,206,591.

    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 1,008,134 shares
    Change vs previous 13F -663 shares

    0.33% of the 13F portfolio, value $32,330,871.

    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 1,008,797 shares
    Change vs previous 13F -17,212 shares

    0.33% of the 13F portfolio, value $29,941,086.

    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 1,026,009 shares
    Change vs previous 13F +46,525 shares

    0.32% of the 13F portfolio, value $27,148,195.

    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 979,484 shares
    Change vs previous 13F +39,714 shares

    0.3% of the 13F portfolio, value $25,652,690.

    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 939,770 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $26,454,520.

    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).