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OneDigital Investment Advisors LLC: FVD position timeline

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

OneDigital Investment Advisors LLC held 27,630 FVD 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 27,630 shares
    Change vs previous 13F +3,322 shares

    0.01% of the 13F portfolio, value $1,331,191.

    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 24,308 shares
    Change vs previous 13F +10,592 shares

    0.01% of the 13F portfolio, value $1,143,183.

    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 13,716 shares
    Change vs previous 13F +4,563 shares

    0.01% of the 13F portfolio, value $632,012.

    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 9,153 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $423,213.

    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 9,153 shares
    Change vs previous 13F -2,741 shares

    <0.01% of the 13F portfolio, value $409,118.

    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 11,894 shares
    Change vs previous 13F -60,672 shares

    0.01% of the 13F portfolio, value $530,333.

    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 72,566 shares
    Change vs previous 13F +11,281 shares

    0.04% of the 13F portfolio, value $3,166,777.

    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 61,285 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,787,863.

    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).