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OneDigital Investment Advisors LLC: ED position timeline

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

OneDigital Investment Advisors LLC held 15,961 ED 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 15,961 shares
    Change vs previous 13F +1,127 shares

    0.01% of the 13F portfolio, value $1,765,806.

    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 14,834 shares
    Change vs previous 13F -187 shares

    0.02% of the 13F portfolio, value $1,678,899.

    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 15,021 shares
    Change vs previous 13F -290 shares

    0.01% of the 13F portfolio, value $1,491,870.

    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 15,311 shares
    Change vs previous 13F -480 shares

    0.02% of the 13F portfolio, value $1,539,033.

    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 15,791 shares
    Change vs previous 13F -777 shares

    0.02% of the 13F portfolio, value $1,584,590.

    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 16,568 shares
    Change vs previous 13F +966 shares

    0.02% of the 13F portfolio, value $1,832,282.

    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 15,602 shares
    Change vs previous 13F -386 shares

    0.02% of the 13F portfolio, value $1,392,186.

    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 15,988 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,664,839.

    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).