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OneDigital Investment Advisors LLC: NEAR position timeline

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

OneDigital Investment Advisors LLC held 193,239 NEAR 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 193,239 shares
    Change vs previous 13F +35,934 shares

    0.08% of the 13F portfolio, value $9,789,493.

    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 157,305 shares
    Change vs previous 13F +19,060 shares

    0.08% of the 13F portfolio, value $7,996,617.

    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 138,245 shares
    Change vs previous 13F -4,774 shares

    0.07% of the 13F portfolio, value $7,064,337.

    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 143,019 shares
    Change vs previous 13F +9,267 shares

    0.08% of the 13F portfolio, value $7,334,001.

    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 133,752 shares
    Change vs previous 13F -23,474 shares

    0.08% of the 13F portfolio, value $6,834,713.

    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 157,226 shares
    Change vs previous 13F +6,928 shares

    0.09% of the 13F portfolio, value $7,998,098.

    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 150,298 shares
    Change vs previous 13F +3,980 shares

    0.09% of the 13F portfolio, value $7,590,068.

    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 146,318 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,497,350.

    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).