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OneDigital Investment Advisors LLC: FLOT position timeline

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

OneDigital Investment Advisors LLC held 18,262 FLOT 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 18,262 shares
    Change vs previous 13F -111,322 shares

    0.01% of the 13F portfolio, value $932,292.

    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 129,584 shares
    Change vs previous 13F -55,232 shares

    0.06% of the 13F portfolio, value $6,602,300.

    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 184,816 shares
    Change vs previous 13F -5,080 shares

    0.09% of the 13F portfolio, value $9,399,736.

    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 189,896 shares
    Change vs previous 13F -157,177 shares

    0.1% of the 13F portfolio, value $9,700,856.

    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 347,073 shares
    Change vs previous 13F -107,727 shares

    0.2% of the 13F portfolio, value $17,707,641.

    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 454,800 shares
    Change vs previous 13F +150,536 shares

    0.28% of the 13F portfolio, value $23,217,537.

    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 304,264 shares
    Change vs previous 13F -13,694 shares

    0.18% of the 13F portfolio, value $15,480,954.

    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 317,958 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $16,228,594.

    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).