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OneDigital Investment Advisors LLC: FENI position timeline

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

OneDigital Investment Advisors LLC held 1,667,208 FENI 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 1,667,208 shares
    Change vs previous 13F +249,167 shares

    0.56% of the 13F portfolio, value $66,905,065.

    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 1,418,041 shares
    Change vs previous 13F +200,762 shares

    0.52% of the 13F portfolio, value $52,751,124.

    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 1,217,279 shares
    Change vs previous 13F +438,046 shares

    0.44% of the 13F portfolio, value $44,528,069.

    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 779,233 shares
    Change vs previous 13F +456,721 shares

    0.28% of the 13F portfolio, value $27,491,340.

    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 322,512 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $10,726,737.

    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).