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OneDigital Investment Advisors LLC: NAD position timeline

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

OneDigital Investment Advisors LLC held 234,360 NAD 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 234,360 shares
    Change vs previous 13F +784 shares

    0.02% of the 13F portfolio, value $2,840,444.

    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 233,576 shares
    Change vs previous 13F +22,978 shares

    0.03% of the 13F portfolio, value $2,686,121.

    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 210,598 shares
    Change vs previous 13F -28,073 shares

    0.02% of the 13F portfolio, value $2,531,389.

    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 238,671 shares
    Change vs previous 13F +176 shares

    0.03% of the 13F portfolio, value $2,790,064.

    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 238,495 shares
    Change vs previous 13F +183,518 shares

    0.03% of the 13F portfolio, value $2,692,609.

    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 54,977 shares
    Change vs previous 13F +1,718 shares

    0.01% of the 13F portfolio, value $633,337.

    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 53,259 shares
    Change vs previous 13F -1,051 shares

    0.01% of the 13F portfolio, value $621,005.

    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 54,310 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $672,360.

    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).