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OneDigital Investment Advisors LLC: PYLD position timeline

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

OneDigital Investment Advisors LLC held 1,718,818 PYLD 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 1,718,818 shares
    Change vs previous 13F +147,347 shares

    0.38% of the 13F portfolio, value $45,583,065.

    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 1,571,471 shares
    Change vs previous 13F +200,655 shares

    0.4% of the 13F portfolio, value $41,172,551.

    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 1,370,816 shares
    Change vs previous 13F +363,762 shares

    0.36% of the 13F portfolio, value $36,573,367.

    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 1,007,054 shares
    Change vs previous 13F +118,520 shares

    0.28% of the 13F portfolio, value $27,029,342.

    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 888,534 shares
    Change vs previous 13F +85,380 shares

    0.26% of the 13F portfolio, value $23,581,706.

    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 803,154 shares
    Change vs previous 13F +215,001 shares

    0.25% of the 13F portfolio, value $21,163,115.

    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 588,153 shares
    Change vs previous 13F +122,294 shares

    0.18% of the 13F portfolio, value $15,244,938.

    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 465,859 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $12,415,131.

    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).