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OneDigital Investment Advisors LLC: DFSB position timeline

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

OneDigital Investment Advisors LLC held 92,956 DFSB 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 92,956 shares
    Change vs previous 13F +15,596 shares

    0.04% of the 13F portfolio, value $4,843,952.

    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 77,360 shares
    Change vs previous 13F +717 shares

    0.04% of the 13F portfolio, value $4,002,817.

    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 76,643 shares
    Change vs previous 13F +12,976 shares

    0.04% of the 13F portfolio, value $3,970,102.

    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 63,667 shares
    Change vs previous 13F +9,865 shares

    0.03% of the 13F portfolio, value $3,391,568.

    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 53,802 shares
    Change vs previous 13F -9,303 shares

    0.03% of the 13F portfolio, value $2,820,865.

    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 63,105 shares
    Change vs previous 13F +14,432 shares

    0.04% of the 13F portfolio, value $3,249,928.

    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 48,673 shares
    Change vs previous 13F +8,015 shares

    0.03% of the 13F portfolio, value $2,479,420.

    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 40,658 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,161,786.

    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).