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OneDigital Investment Advisors LLC: FDS position timeline

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

OneDigital Investment Advisors LLC held 4,138 FDS 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 4,138 shares
    Change vs previous 13F -1,293 shares

    0.01% of the 13F portfolio, value $952,098.

    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 5,431 shares
    Change vs previous 13F +68 shares

    0.01% of the 13F portfolio, value $1,178,451.

    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 5,363 shares
    Change vs previous 13F +197 shares

    0.02% of the 13F portfolio, value $1,556,376.

    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 5,166 shares
    Change vs previous 13F +273 shares

    0.02% of the 13F portfolio, value $1,479,982.

    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 4,893 shares
    Change vs previous 13F +1,153 shares

    0.02% of the 13F portfolio, value $2,188,519.

    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 3,740 shares
    Change vs previous 13F +202 shares

    0.02% of the 13F portfolio, value $1,700,179.

    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 3,538 shares
    Change vs previous 13F -146 shares

    0.02% of the 13F portfolio, value $1,699,307.

    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 3,684 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,694,040.

    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).