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OneDigital Investment Advisors LLC: DFSD position timeline

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

OneDigital Investment Advisors LLC held 3,880,784 DFSD 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 3,880,784 shares
    Change vs previous 13F +180,941 shares

    1.56% of the 13F portfolio, value $185,307,440.

    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 3,699,843 shares
    Change vs previous 13F +142,450 shares

    1.73% of the 13F portfolio, value $177,148,463.

    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 3,557,393 shares
    Change vs previous 13F +321,470 shares

    1.67% of the 13F portfolio, value $170,576,975.

    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 3,235,923 shares
    Change vs previous 13F +167,635 shares

    1.6% of the 13F portfolio, value $155,939,140.

    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 3,068,288 shares
    Change vs previous 13F +150,409 shares

    1.64% of the 13F portfolio, value $147,308,506.

    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 2,917,879 shares
    Change vs previous 13F +205,040 shares

    1.64% of the 13F portfolio, value $138,657,608.

    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 2,712,839 shares
    Change vs previous 13F +321,549 shares

    1.47% of the 13F portfolio, value $127,177,891.

    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 2,391,290 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $114,160,171.

    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).