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OneDigital Investment Advisors LLC: STE position timeline

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

OneDigital Investment Advisors LLC held 1,625 STE 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 1,625 shares
    Change vs previous 13F -2,515 shares

    <0.01% of the 13F portfolio, value $342,216.

    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 4,140 shares
    Change vs previous 13F -22,350 shares

    0.01% of the 13F portfolio, value $915,474.

    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 26,490 shares
    Change vs previous 13F +4,126 shares

    0.07% of the 13F portfolio, value $6,715,715.

    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 22,364 shares
    Change vs previous 13F -398 shares

    0.06% of the 13F portfolio, value $5,533,732.

    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 22,762 shares
    Change vs previous 13F -202 shares

    0.06% of the 13F portfolio, value $5,467,860.

    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 22,964 shares
    Change vs previous 13F +533 shares

    0.06% of the 13F portfolio, value $5,204,813.

    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 22,431 shares
    Change vs previous 13F +704 shares

    0.05% of the 13F portfolio, value $4,610,885.

    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 21,727 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,269,565.

    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).