Skip to content
Disclosery

OneDigital Investment Advisors LLC: PEP position timeline

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

OneDigital Investment Advisors LLC held 73,327 PEP 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 73,327 shares
    Change vs previous 13F -451 shares

    0.08% of the 13F portfolio, value $9,928,493.

    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 73,778 shares
    Change vs previous 13F -4,286 shares

    0.11% of the 13F portfolio, value $11,456,948.

    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 78,064 shares
    Change vs previous 13F +26,748 shares

    0.11% of the 13F portfolio, value $11,203,700.

    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 51,316 shares
    Change vs previous 13F -1,669 shares

    0.07% of the 13F portfolio, value $7,206,820.

    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 52,985 shares
    Change vs previous 13F -2,950 shares

    0.08% of the 13F portfolio, value $6,996,117.

    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 55,935 shares
    Change vs previous 13F -3,028 shares

    0.1% of the 13F portfolio, value $8,386,901.

    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 58,963 shares
    Change vs previous 13F +4,452 shares

    0.1% of the 13F portfolio, value $8,965,911.

    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 54,511 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $9,269,568.

    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).