Skip to content

OneDigital Investment Advisors LLC: EW position timeline

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

OneDigital Investment Advisors LLC held 14,060 EW 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 14,060 shares
    Change vs previous 13F +6,950 shares

    0.01% of the 13F portfolio, value $1,271,868.

    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 7,110 shares
    Change vs previous 13F -64,355 shares

    0.01% of the 13F portfolio, value $569,369.

    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 71,465 shares
    Change vs previous 13F +21,567 shares

    0.06% of the 13F portfolio, value $6,092,391.

    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 49,898 shares
    Change vs previous 13F +895 shares

    0.04% of the 13F portfolio, value $3,880,567.

    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 49,003 shares
    Change vs previous 13F +1,290 shares

    0.04% of the 13F portfolio, value $3,832,525.

    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 47,713 shares
    Change vs previous 13F +2,366 shares

    0.04% of the 13F portfolio, value $3,458,238.

    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 45,347 shares
    Change vs previous 13F -848 shares

    0.04% of the 13F portfolio, value $3,357,038.

    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 46,195 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,048,408.

    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).