OneDigital Investment Advisors LLC: JOE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OneDigital Investment Advisors LLC on JOE, newest first. How the timeline and the estimate are built.
OneDigital Investment Advisors LLC held 3,281 JOE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 3,281 sharesChange vs previous 13F +11 shares
<0.01% of the 13F portfolio, value $205,489.
13F-HR 0001690370-26-000005 filed by OneDigital Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,270 sharesChange vs previous 13F -201 shares
<0.01% of the 13F portfolio, value $205,356.
13F-HR 0001690370-26-000004 filed by OneDigital Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,471 sharesChange vs previous 13F -988 shares
<0.01% of the 13F portfolio, value $206,073.
13F-HR 0001690370-26-000003 filed by OneDigital Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,459 sharesChange vs previous 13F -105 shares
<0.01% of the 13F portfolio, value $220,631.
13F-HR 0001690370-25-000007 filed by OneDigital Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,564 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $217,703.
13F-HR 0001690370-25-000005 filed by OneDigital Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).