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OneDigital Investment Advisors LLC: SE position timeline

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

OneDigital Investment Advisors LLC held 14,594 SE 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 14,594 shares
    Change vs previous 13F +4,317 shares

    0.01% of the 13F portfolio, value $1,398,543.

    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 10,277 shares
    Change vs previous 13F -2,044 shares

    0.01% of the 13F portfolio, value $851,038.

    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 12,321 shares
    Change vs previous 13F -1,584 shares

    0.02% of the 13F portfolio, value $1,571,790.

    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 13,905 shares
    Change vs previous 13F +259 shares

    0.03% of the 13F portfolio, value $2,485,241.

    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 13,646 shares
    Change vs previous 13F -2,293 shares

    0.02% of the 13F portfolio, value $2,182,541.

    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 15,939 shares
    Change vs previous 13F +2,293 shares

    0.02% of the 13F portfolio, value $2,079,880.

    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 13,646 shares
    Change vs previous 13F +7,456 shares

    0.02% of the 13F portfolio, value $1,447,841.

    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 6,190 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $583,593.

    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).