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OneDigital Investment Advisors LLC: FV position timeline

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

OneDigital Investment Advisors LLC held 22,769 FV 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 22,769 shares
    Change vs previous 13F +345 shares

    0.01% of the 13F portfolio, value $1,727,712.

    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 22,424 shares
    Change vs previous 13F +507 shares

    0.01% of the 13F portfolio, value $1,355,251.

    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 21,917 shares
    Change vs previous 13F +3,111 shares

    0.01% of the 13F portfolio, value $1,379,011.

    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 18,806 shares
    Change vs previous 13F -710 shares

    0.01% of the 13F portfolio, value $1,164,468.

    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 19,516 shares
    Change vs previous 13F -865 shares

    0.01% of the 13F portfolio, value $1,156,518.

    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 20,381 shares
    Change vs previous 13F -14,652 shares

    0.01% of the 13F portfolio, value $1,118,102.

    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 35,033 shares
    Change vs previous 13F -2,459 shares

    0.02% of the 13F portfolio, value $2,069,051.

    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 37,492 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,184,666.

    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).