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Disclosery

OneDigital Investment Advisors LLC: DISV position timeline

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

OneDigital Investment Advisors LLC held 124,514 DISV 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 124,514 shares
    Change vs previous 13F +15,412 shares

    0.04% of the 13F portfolio, value $4,996,757.

    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 109,102 shares
    Change vs previous 13F +4,034 shares

    0.04% of the 13F portfolio, value $4,302,986.

    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 105,068 shares
    Change vs previous 13F +25,035 shares

    0.04% of the 13F portfolio, value $3,992,600.

    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 80,033 shares
    Change vs previous 13F +5,479 shares

    0.03% of the 13F portfolio, value $2,856,361.

    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 74,554 shares
    Change vs previous 13F +1,207 shares

    0.03% of the 13F portfolio, value $2,453,561.

    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 73,347 shares
    Change vs previous 13F +23,564 shares

    0.03% of the 13F portfolio, value $2,135,876.

    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 49,783 shares
    Change vs previous 13F -2,890 shares

    0.02% of the 13F portfolio, value $1,322,727.

    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 52,673 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,530,668.

    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).