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OneDigital Investment Advisors LLC: DVY position timeline

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

OneDigital Investment Advisors LLC held 14,338 DVY 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 14,338 shares
    Change vs previous 13F +880 shares

    0.02% of the 13F portfolio, value $2,241,047.

    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 13,458 shares
    Change vs previous 13F +1,944 shares

    0.02% of the 13F portfolio, value $2,037,641.

    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 11,514 shares
    Change vs previous 13F -2,400 shares

    0.02% of the 13F portfolio, value $1,625,083.

    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 13,914 shares
    Change vs previous 13F -244 shares

    0.02% of the 13F portfolio, value $1,977,135.

    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 14,158 shares
    Change vs previous 13F -1,792 shares

    0.02% of the 13F portfolio, value $1,880,266.

    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 15,950 shares
    Change vs previous 13F +444 shares

    0.03% of the 13F portfolio, value $2,141,913.

    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 15,506 shares
    Change vs previous 13F -225 shares

    0.02% of the 13F portfolio, value $2,035,841.

    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 15,731 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,124,784.

    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).