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OneDigital Investment Advisors LLC: PRFD position timeline

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

OneDigital Investment Advisors LLC held 230,113 PRFD 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 230,113 shares
    Change vs previous 13F +14,732 shares

    0.1% of the 13F portfolio, value $11,815,563.

    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 215,381 shares
    Change vs previous 13F +17,396 shares

    0.11% of the 13F portfolio, value $10,913,353.

    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 197,985 shares
    Change vs previous 13F +77,718 shares

    0.1% of the 13F portfolio, value $10,198,203.

    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 120,267 shares
    Change vs previous 13F +32,519 shares

    0.06% of the 13F portfolio, value $6,229,832.

    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 87,748 shares
    Change vs previous 13F +33,891 shares

    0.05% of the 13F portfolio, value $4,472,471.

    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 53,857 shares
    Change vs previous 13F +34,515 shares

    0.03% of the 13F portfolio, value $2,722,721.

    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 19,342 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $972,524.

    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).