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OneDigital Investment Advisors LLC: EFV position timeline

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

OneDigital Investment Advisors LLC held 1,016,945 EFV 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 1,016,945 shares
    Change vs previous 13F -905,027 shares

    0.66% of the 13F portfolio, value $77,847,174.

    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 1,921,972 shares
    Change vs previous 13F +22,287 shares

    1.4% of the 13F portfolio, value $142,898,627.

    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 1,899,685 shares
    Change vs previous 13F -298,292 shares

    1.33% of the 13F portfolio, value $135,656,480.

    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 2,197,977 shares
    Change vs previous 13F -281,525 shares

    1.53% of the 13F portfolio, value $149,088,776.

    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 2,479,502 shares
    Change vs previous 13F +670,534 shares

    1.75% of the 13F portfolio, value $157,398,760.

    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 1,808,968 shares
    Change vs previous 13F -592,569 shares

    1.26% of the 13F portfolio, value $106,620,564.

    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 2,401,537 shares
    Change vs previous 13F -182,930 shares

    1.46% of the 13F portfolio, value $126,008,669.

    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 2,584,467 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $148,684,401.

    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).