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OneDigital Investment Advisors LLC: PFXF position timeline

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

OneDigital Investment Advisors LLC held 50,500 PFXF 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 50,500 shares
    Change vs previous 13F -47,232 shares

    0.01% of the 13F portfolio, value $900,928.

    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 97,732 shares
    Change vs previous 13F -2,999 shares

    0.02% of the 13F portfolio, value $1,714,214.

    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 100,731 shares
    Change vs previous 13F +79,706 shares

    0.02% of the 13F portfolio, value $1,778,904.

    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 21,025 shares
    Change vs previous 13F +413 shares

    <0.01% of the 13F portfolio, value $373,608.

    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 20,612 shares
    Change vs previous 13F -6,029 shares

    <0.01% of the 13F portfolio, value $352,875.

    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 26,641 shares
    Change vs previous 13F -1,066 shares

    0.01% of the 13F portfolio, value $446,507.

    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 27,707 shares
    Change vs previous 13F +6,143 shares

    0.01% of the 13F portfolio, value $477,952.

    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 21,564 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $393,753.

    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).