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OneDigital Investment Advisors LLC: DYNF position timeline

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

OneDigital Investment Advisors LLC held 3,957,034 DYNF 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 3,957,034 shares
    Change vs previous 13F +171,778 shares

    2.27% of the 13F portfolio, value $269,117,860.

    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 3,785,256 shares
    Change vs previous 13F -515,031 shares

    2.15% of the 13F portfolio, value $220,226,187.

    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 4,300,287 shares
    Change vs previous 13F +134,686 shares

    2.56% of the 13F portfolio, value $261,500,472.

    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 4,165,601 shares
    Change vs previous 13F +606,435 shares

    2.53% of the 13F portfolio, value $246,603,605.

    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 3,559,166 shares
    Change vs previous 13F -96,136 shares

    2.15% of the 13F portfolio, value $193,832,180.

    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 3,655,302 shares
    Change vs previous 13F +27,546 shares

    2.11% of the 13F portfolio, value $178,232,503.

    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 3,627,756 shares
    Change vs previous 13F -21,792 shares

    2.16% of the 13F portfolio, value $185,922,514.

    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 3,649,548 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $180,543,141.

    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).