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OneDigital Investment Advisors LLC: DFGP position timeline

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

OneDigital Investment Advisors LLC held 157,662 DFGP 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 157,662 shares
    Change vs previous 13F +26,398 shares

    0.07% of the 13F portfolio, value $8,586,262.

    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 131,264 shares
    Change vs previous 13F +13,256 shares

    0.07% of the 13F portfolio, value $7,086,948.

    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 118,008 shares
    Change vs previous 13F +54,607 shares

    0.06% of the 13F portfolio, value $6,380,691.

    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 63,401 shares
    Change vs previous 13F +1,008 shares

    0.04% of the 13F portfolio, value $3,523,176.

    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 62,393 shares
    Change vs previous 13F -3,046 shares

    0.04% of the 13F portfolio, value $3,399,819.

    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 65,439 shares
    Change vs previous 13F -276 shares

    0.04% of the 13F portfolio, value $3,496,380.

    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 65,715 shares
    Change vs previous 13F -5,649 shares

    0.04% of the 13F portfolio, value $3,471,736.

    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 71,364 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,932,168.

    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).