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OneDigital Investment Advisors LLC: HEFA position timeline

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

OneDigital Investment Advisors LLC held 18,786 HEFA 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 18,786 shares
    Change vs previous 13F -2,436 shares

    0.01% of the 13F portfolio, value $881,536.

    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 21,222 shares
    Change vs previous 13F -180,698 shares

    0.01% of the 13F portfolio, value $901,832.

    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 201,920 shares
    Change vs previous 13F +133 shares

    0.08% of the 13F portfolio, value $8,351,419.

    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 201,787 shares
    Change vs previous 13F -17,905 shares

    0.08% of the 13F portfolio, value $7,992,777.

    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 219,692 shares
    Change vs previous 13F -724,589 shares

    0.09% of the 13F portfolio, value $8,339,514.

    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 944,281 shares
    Change vs previous 13F +664,309 shares

    0.41% of the 13F portfolio, value $34,267,963.

    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 279,972 shares
    Change vs previous 13F -11,657 shares

    0.11% of the 13F portfolio, value $9,729,032.

    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 291,629 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $10,329,499.

    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).