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OneDigital Investment Advisors LLC: FPE position timeline

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

OneDigital Investment Advisors LLC held 120,753 FPE 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 120,753 shares
    Change vs previous 13F -913 shares

    0.02% of the 13F portfolio, value $2,159,064.

    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 121,666 shares
    Change vs previous 13F +3,581 shares

    0.02% of the 13F portfolio, value $2,159,576.

    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 118,085 shares
    Change vs previous 13F +1,613 shares

    0.02% of the 13F portfolio, value $2,151,511.

    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 116,472 shares
    Change vs previous 13F -3,209 shares

    0.02% of the 13F portfolio, value $2,124,456.

    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 119,681 shares
    Change vs previous 13F -2,859 shares

    0.02% of the 13F portfolio, value $2,130,322.

    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 122,540 shares
    Change vs previous 13F -3,000 shares

    0.03% of the 13F portfolio, value $2,155,476.

    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 125,540 shares
    Change vs previous 13F +7,075 shares

    0.03% of the 13F portfolio, value $2,222,064.

    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 118,465 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,144,210.

    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).