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OneDigital Investment Advisors LLC: DFLV position timeline

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

OneDigital Investment Advisors LLC held 923,950 DFLV 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 923,950 shares
    Change vs previous 13F -12,819 shares

    0.31% of the 13F portfolio, value $36,532,987.

    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 936,769 shares
    Change vs previous 13F +1,188 shares

    0.33% of the 13F portfolio, value $33,452,022.

    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 935,581 shares
    Change vs previous 13F +1,150 shares

    0.31% of the 13F portfolio, value $32,006,226.

    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 934,431 shares
    Change vs previous 13F +28,362 shares

    0.32% of the 13F portfolio, value $30,742,790.

    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 906,069 shares
    Change vs previous 13F -33,005 shares

    0.31% of the 13F portfolio, value $28,106,262.

    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 939,074 shares
    Change vs previous 13F -134,708 shares

    0.34% of the 13F portfolio, value $28,707,489.

    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 1,073,782 shares
    Change vs previous 13F -117,138 shares

    0.37% of the 13F portfolio, value $32,245,668.

    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 1,190,920 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $36,692,244.

    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).