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OneDigital Investment Advisors LLC: DFNM position timeline

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

OneDigital Investment Advisors LLC held 34,895 DFNM 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 34,895 shares
    Change vs previous 13F +8,685 shares

    0.01% of the 13F portfolio, value $1,686,637.

    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 26,210 shares
    Change vs previous 13F -282 shares

    0.01% of the 13F portfolio, value $1,256,253.

    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 26,492 shares
    Change vs previous 13F +242 shares

    0.01% of the 13F portfolio, value $1,276,134.

    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 26,250 shares
    Change vs previous 13F -236 shares

    0.01% of the 13F portfolio, value $1,259,479.

    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 26,486 shares
    Change vs previous 13F -10,652 shares

    0.01% of the 13F portfolio, value $1,256,209.

    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 37,138 shares
    Change vs previous 13F -1,141 shares

    0.02% of the 13F portfolio, value $1,766,667.

    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 38,279 shares
    Change vs previous 13F -949 shares

    0.02% of the 13F portfolio, value $1,828,605.

    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 39,228 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,904,147.

    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).