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OneDigital Investment Advisors LLC: LPLA position timeline

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

OneDigital Investment Advisors LLC held 1,055 LPLA 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 1,055 shares
    Change vs previous 13F -2,231 shares

    <0.01% of the 13F portfolio, value $297,076.

    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 3,286 shares
    Change vs previous 13F -537 shares

    0.01% of the 13F portfolio, value $988,404.

    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 3,823 shares
    Change vs previous 13F -44 shares

    0.01% of the 13F portfolio, value $1,365,318.

    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 3,867 shares
    Change vs previous 13F +76 shares

    0.01% of the 13F portfolio, value $1,286,587.

    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 3,791 shares
    Change vs previous 13F -32 shares

    0.02% of the 13F portfolio, value $1,421,668.

    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 3,823 shares
    Change vs previous 13F +305 shares

    0.01% of the 13F portfolio, value $1,250,508.

    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 3,518 shares
    Change vs previous 13F -1,563 shares

    0.01% of the 13F portfolio, value $1,148,755.

    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 5,081 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,182,019.

    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).