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OneDigital Investment Advisors LLC: DFSU position timeline

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

OneDigital Investment Advisors LLC held 267,228 DFSU 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 267,228 shares
    Change vs previous 13F +38,310 shares

    0.11% of the 13F portfolio, value $12,460,832.

    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 228,918 shares
    Change vs previous 13F +13,091 shares

    0.09% of the 13F portfolio, value $9,406,241.

    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 215,827 shares
    Change vs previous 13F +20,387 shares

    0.09% of the 13F portfolio, value $9,373,364.

    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 195,440 shares
    Change vs previous 13F +11,651 shares

    0.09% of the 13F portfolio, value $8,300,826.

    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 183,789 shares
    Change vs previous 13F -15,599 shares

    0.08% of the 13F portfolio, value $7,213,706.

    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 199,388 shares
    Change vs previous 13F +14,622 shares

    0.08% of the 13F portfolio, value $7,140,097.

    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 184,766 shares
    Change vs previous 13F -1,879 shares

    0.08% of the 13F portfolio, value $7,002,620.

    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 186,645 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,939,457.

    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).