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OneDigital Investment Advisors LLC: OEF position timeline

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

OneDigital Investment Advisors LLC held 163,230 OEF 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 163,230 shares
    Change vs previous 13F -205 shares

    0.5% of the 13F portfolio, value $59,720,886.

    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 163,435 shares
    Change vs previous 13F -393,561 shares

    0.51% of the 13F portfolio, value $51,983,870.

    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 556,996 shares
    Change vs previous 13F +14,232 shares

    1.87% of the 13F portfolio, value $191,032,984.

    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 542,764 shares
    Change vs previous 13F +190,095 shares

    1.85% of the 13F portfolio, value $180,653,481.

    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 352,669 shares
    Change vs previous 13F +80,653 shares

    1.19% of the 13F portfolio, value $107,334,957.

    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 272,016 shares
    Change vs previous 13F +144,709 shares

    0.87% of the 13F portfolio, value $73,670,146.

    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 127,307 shares
    Change vs previous 13F -5,960 shares

    0.43% of the 13F portfolio, value $36,772,610.

    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 133,267 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $36,882,879.

    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).