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OneDigital Investment Advisors LLC: FRDM position timeline

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

OneDigital Investment Advisors LLC held 112,899 FRDM 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 112,899 shares
    Change vs previous 13F -6,051 shares

    0.07% of the 13F portfolio, value $8,230,350.

    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 118,950 shares
    Change vs previous 13F -14,286 shares

    0.06% of the 13F portfolio, value $6,500,638.

    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 133,236 shares
    Change vs previous 13F -4,583 shares

    0.07% of the 13F portfolio, value $6,831,023.

    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 137,819 shares
    Change vs previous 13F -22,357 shares

    0.06% of the 13F portfolio, value $6,106,743.

    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 160,176 shares
    Change vs previous 13F -1,180 shares

    0.07% of the 13F portfolio, value $6,471,098.

    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 161,356 shares
    Change vs previous 13F -23,614 shares

    0.07% of the 13F portfolio, value $5,655,903.

    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 184,970 shares
    Change vs previous 13F +7,332 shares

    0.07% of the 13F portfolio, value $6,044,820.

    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 177,638 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,355,899.

    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).