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OneDigital Investment Advisors LLC: EFG position timeline

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

OneDigital Investment Advisors LLC held 486,226 EFG 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 486,226 shares
    Change vs previous 13F +308,608 shares

    0.51% of the 13F portfolio, value $60,496,273.

    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 177,618 shares
    Change vs previous 13F -7,980 shares

    0.19% of the 13F portfolio, value $19,781,262.

    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 185,598 shares
    Change vs previous 13F -8,972 shares

    0.21% of the 13F portfolio, value $21,143,299.

    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 194,570 shares
    Change vs previous 13F -559,361 shares

    0.23% of the 13F portfolio, value $22,157,668.

    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 753,931 shares
    Change vs previous 13F -70,135 shares

    0.94% of the 13F portfolio, value $84,440,276.

    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 824,066 shares
    Change vs previous 13F -577,980 shares

    0.98% of the 13F portfolio, value $82,406,638.

    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 1,402,046 shares
    Change vs previous 13F +146,452 shares

    1.57% of the 13F portfolio, value $135,760,102.

    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 1,255,594 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $135,164,656.

    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).