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OneDigital Investment Advisors LLC: PIZ position timeline

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

OneDigital Investment Advisors LLC held 7,945 PIZ 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 7,945 shares
    Change vs previous 13F -300 shares

    <0.01% of the 13F portfolio, value $444,125.

    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 8,245 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $408,292.

    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 8,245 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $403,863.

    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 8,245 shares
    Change vs previous 13F -129 shares

    <0.01% of the 13F portfolio, value $393,080.

    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 8,374 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $384,785.

    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 8,374 shares
    Change vs previous 13F -1,710 shares

    <0.01% of the 13F portfolio, value $318,882.

    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 10,084 shares
    Change vs previous 13F -2,046 shares

    <0.01% of the 13F portfolio, value $366,211.

    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 12,130 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $459,617.

    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).