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OneDigital Investment Advisors LLC: PFE position timeline

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

OneDigital Investment Advisors LLC held 258,994 PFE 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 258,994 shares
    Change vs previous 13F -24,712 shares

    0.05% of the 13F portfolio, value $6,236,575.

    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 283,706 shares
    Change vs previous 13F -8,492 shares

    0.08% of the 13F portfolio, value $7,966,455.

    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 292,198 shares
    Change vs previous 13F +157,475 shares

    0.07% of the 13F portfolio, value $7,275,730.

    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 134,723 shares
    Change vs previous 13F -10,807 shares

    0.04% of the 13F portfolio, value $3,432,733.

    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 145,530 shares
    Change vs previous 13F +5,136 shares

    0.04% of the 13F portfolio, value $3,527,639.

    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 140,394 shares
    Change vs previous 13F -2,722 shares

    0.04% of the 13F portfolio, value $3,557,591.

    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 143,116 shares
    Change vs previous 13F +19,862 shares

    0.04% of the 13F portfolio, value $3,796,856.

    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 123,254 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,566,981.

    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).