Skip to content
Disclosery

OneDigital Investment Advisors LLC: DFUS position timeline

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

OneDigital Investment Advisors LLC held 340,267 DFUS 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 340,267 shares
    Change vs previous 13F +39,801 shares

    0.24% of the 13F portfolio, value $27,881,472.

    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 300,466 shares
    Change vs previous 13F +14,714 shares

    0.21% of the 13F portfolio, value $21,306,077.

    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 285,752 shares
    Change vs previous 13F +63,616 shares

    0.21% of the 13F portfolio, value $21,194,246.

    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 222,136 shares
    Change vs previous 13F +76,311 shares

    0.17% of the 13F portfolio, value $16,091,552.

    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 145,825 shares
    Change vs previous 13F +56,092 shares

    0.11% of the 13F portfolio, value $9,773,198.

    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 89,733 shares
    Change vs previous 13F +6,510 shares

    0.06% of the 13F portfolio, value $5,427,034.

    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 83,223 shares
    Change vs previous 13F -2,841 shares

    0.06% of the 13F portfolio, value $5,305,493.

    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 86,064 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,353,168.

    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).