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OneDigital Investment Advisors LLC: PDEC position timeline

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

OneDigital Investment Advisors LLC held 77,439 PDEC 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 77,439 shares
    Change vs previous 13F -4,348 shares

    0.03% of the 13F portfolio, value $3,553,692.

    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 81,787 shares
    Change vs previous 13F -2,568 shares

    0.03% of the 13F portfolio, value $3,475,940.

    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 84,355 shares
    Change vs previous 13F +3,001 shares

    0.04% of the 13F portfolio, value $3,659,338.

    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 81,354 shares
    Change vs previous 13F +3,751 shares

    0.04% of the 13F portfolio, value $3,418,509.

    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 77,603 shares
    Change vs previous 13F +44,017 shares

    0.03% of the 13F portfolio, value $3,104,895.

    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 33,586 shares
    Change vs previous 13F +6,545 shares

    0.01% of the 13F portfolio, value $1,262,834.

    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 27,041 shares
    Change vs previous 13F -17,736 shares

    0.01% of the 13F portfolio, value $1,038,915.

    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 44,777 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,715,407.

    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).