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OneDigital Investment Advisors LLC: DFGR position timeline

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

OneDigital Investment Advisors LLC held 827,005 DFGR 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 827,005 shares
    Change vs previous 13F +6,855 shares

    0.2% of the 13F portfolio, value $23,958,326.

    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 820,150 shares
    Change vs previous 13F +17,736 shares

    0.21% of the 13F portfolio, value $21,799,575.

    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 802,414 shares
    Change vs previous 13F +37,792 shares

    0.21% of the 13F portfolio, value $21,199,779.

    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 764,622 shares
    Change vs previous 13F +17,824 shares

    0.21% of the 13F portfolio, value $20,881,824.

    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 746,798 shares
    Change vs previous 13F +12,409 shares

    0.22% of the 13F portfolio, value $20,036,593.

    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 734,389 shares
    Change vs previous 13F +19,141 shares

    0.23% of the 13F portfolio, value $19,285,044.

    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 715,248 shares
    Change vs previous 13F +44,935 shares

    0.21% of the 13F portfolio, value $18,267,436.

    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 670,313 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $19,345,236.

    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).