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OneDigital Investment Advisors LLC: PPT position timeline

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

OneDigital Investment Advisors LLC held 23,127 PPT 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 23,127 shares
    Change vs previous 13F -2,235 shares

    <0.01% of the 13F portfolio, value $80,714.

    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 25,362 shares
    Change vs previous 13F +232 shares

    <0.01% of the 13F portfolio, value $90,033.

    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 25,130 shares
    Change vs previous 13F +320 shares

    <0.01% of the 13F portfolio, value $88,961.

    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 24,810 shares
    Change vs previous 13F +355 shares

    <0.01% of the 13F portfolio, value $91,550.

    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 24,455 shares
    Change vs previous 13F +348 shares

    <0.01% of the 13F portfolio, value $89,752.

    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 24,107 shares
    Change vs previous 13F +463 shares

    <0.01% of the 13F portfolio, value $87,025.

    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 23,644 shares
    Change vs previous 13F -13,860 shares

    <0.01% of the 13F portfolio, value $84,173.

    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 37,504 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $139,891.

    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).