Skip to content
Disclosery

OneDigital Investment Advisors LLC: PHM position timeline

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

OneDigital Investment Advisors LLC held 2,499 PHM 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 2,499 shares
    Change vs previous 13F +150 shares

    <0.01% of the 13F portfolio, value $342,863.

    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 2,349 shares
    Change vs previous 13F -1,062 shares

    <0.01% of the 13F portfolio, value $276,235.

    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 3,411 shares
    Change vs previous 13F -65 shares

    <0.01% of the 13F portfolio, value $399,942.

    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 3,476 shares
    Change vs previous 13F -30 shares

    <0.01% of the 13F portfolio, value $459,248.

    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 3,506 shares
    Change vs previous 13F +185 shares

    <0.01% of the 13F portfolio, value $369,703.

    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 3,321 shares
    Change vs previous 13F +424 shares

    <0.01% of the 13F portfolio, value $341,352.

    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 2,897 shares
    Change vs previous 13F +6 shares

    <0.01% of the 13F portfolio, value $315,533.

    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 2,891 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $415,011.

    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).