Skip to content
Disclosery

OneDigital Investment Advisors LLC: DFEV position timeline

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

OneDigital Investment Advisors LLC held 111,781 DFEV 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 111,781 shares
    Change vs previous 13F +9,979 shares

    0.04% of the 13F portfolio, value $4,769,359.

    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 101,802 shares
    Change vs previous 13F +3,381 shares

    0.04% of the 13F portfolio, value $3,642,465.

    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 98,421 shares
    Change vs previous 13F +5,426 shares

    0.03% of the 13F portfolio, value $3,320,729.

    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 92,995 shares
    Change vs previous 13F +2,096 shares

    0.03% of the 13F portfolio, value $2,965,615.

    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 90,899 shares
    Change vs previous 13F -2,859 shares

    0.03% of the 13F portfolio, value $2,726,061.

    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 93,758 shares
    Change vs previous 13F +3,528 shares

    0.03% of the 13F portfolio, value $2,536,142.

    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 90,230 shares
    Change vs previous 13F -8,492 shares

    0.03% of the 13F portfolio, value $2,364,923.

    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 98,722 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,809,619.

    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).