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OneDigital Investment Advisors LLC: OCTU position timeline

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

OneDigital Investment Advisors LLC held 44,028 OCTU 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 44,028 shares
    Change vs previous 13F -19,825 shares

    0.01% of the 13F portfolio, value $1,339,332.

    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 63,853 shares
    Change vs previous 13F -300 shares

    0.02% of the 13F portfolio, value $1,762,700.

    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 64,153 shares
    Change vs previous 13F -44,030 shares

    0.02% of the 13F portfolio, value $1,825,839.

    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 108,183 shares
    Change vs previous 13F -25,991 shares

    0.03% of the 13F portfolio, value $3,027,642.

    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 134,174 shares
    Change vs previous 13F +21,515 shares

    0.04% of the 13F portfolio, value $3,524,885.

    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 112,659 shares
    Change vs previous 13F +39,808 shares

    0.03% of the 13F portfolio, value $2,776,549.

    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 72,851 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,845,068.

    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).