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OneDigital Investment Advisors LLC: DIAL position timeline

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

OneDigital Investment Advisors LLC held 13,119 DIAL 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 13,119 shares
    Change vs previous 13F -669 shares

    <0.01% of the 13F portfolio, value $238,380.

    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 13,788 shares
    Change vs previous 13F +10 shares

    <0.01% of the 13F portfolio, value $249,288.

    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 13,778 shares
    Change vs previous 13F -441 shares

    <0.01% of the 13F portfolio, value $252,894.

    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 14,219 shares
    Change vs previous 13F -22,624 shares

    <0.01% of the 13F portfolio, value $262,339.

    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 36,843 shares
    Change vs previous 13F -3,335 shares

    0.01% of the 13F portfolio, value $670,919.

    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 40,178 shares
    Change vs previous 13F -5,647 shares

    0.01% of the 13F portfolio, value $718,377.

    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 45,825 shares
    Change vs previous 13F -6,601 shares

    0.01% of the 13F portfolio, value $803,320.

    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 52,426 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $968,828.

    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).