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OneDigital Investment Advisors LLC: FNDX position timeline

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

OneDigital Investment Advisors LLC held 347,638 FNDX 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 347,638 shares
    Change vs previous 13F -3,435 shares

    0.09% of the 13F portfolio, value $10,811,551.

    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 351,073 shares
    Change vs previous 13F +8,329 shares

    0.1% of the 13F portfolio, value $9,777,396.

    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 342,744 shares
    Change vs previous 13F -189,343 shares

    0.09% of the 13F portfolio, value $9,326,057.

    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 532,087 shares
    Change vs previous 13F -12,762 shares

    0.14% of the 13F portfolio, value $13,993,879.

    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 544,849 shares
    Change vs previous 13F -2,325 shares

    0.15% of the 13F portfolio, value $13,370,583.

    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 547,174 shares
    Change vs previous 13F -42,427 shares

    0.15% of the 13F portfolio, value $12,918,774.

    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 589,601 shares
    Change vs previous 13F +400,070 shares

    0.16% of the 13F portfolio, value $13,961,745.

    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 189,531 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $13,600,776.

    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).