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OneDigital Investment Advisors LLC: PWZ position timeline

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

OneDigital Investment Advisors LLC held 38,626 PWZ 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 38,626 shares
    Change vs previous 13F +7,055 shares

    0.01% of the 13F portfolio, value $946,723.

    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 31,571 shares
    Change vs previous 13F +7,052 shares

    0.01% of the 13F portfolio, value $753,600.

    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 24,519 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $592,379.

    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 24,519 shares
    Change vs previous 13F -21,061 shares

    0.01% of the 13F portfolio, value $586,494.

    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 45,580 shares
    Change vs previous 13F -69,804 shares

    0.01% of the 13F portfolio, value $1,063,830.

    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 115,384 shares
    Change vs previous 13F +8,577 shares

    0.03% of the 13F portfolio, value $2,751,912.

    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 106,807 shares
    Change vs previous 13F +2,582 shares

    0.03% of the 13F portfolio, value $2,638,140.

    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 104,225 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,613,956.

    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).