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OneDigital Investment Advisors LLC: DFIC position timeline

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

OneDigital Investment Advisors LLC held 2,176,295 DFIC 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 2,176,295 shares
    Change vs previous 13F +102,286 shares

    0.68% of the 13F portfolio, value $81,088,768.

    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 2,074,009 shares
    Change vs previous 13F +26,533 shares

    0.72% of the 13F portfolio, value $73,689,541.

    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 2,047,476 shares
    Change vs previous 13F +118,524 shares

    0.69% of the 13F portfolio, value $70,556,024.

    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 1,928,952 shares
    Change vs previous 13F +16,473 shares

    0.65% of the 13F portfolio, value $63,250,335.

    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 1,912,479 shares
    Change vs previous 13F +16,542 shares

    0.66% of the 13F portfolio, value $59,458,974.

    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 1,895,937 shares
    Change vs previous 13F +52,292 shares

    0.62% of the 13F portfolio, value $52,650,166.

    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 1,843,645 shares
    Change vs previous 13F +156,222 shares

    0.55% of the 13F portfolio, value $47,649,009.

    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 1,687,423 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $47,484,088.

    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).