Skip to content
Disclosery

OneDigital Investment Advisors LLC: TAXF position timeline

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

OneDigital Investment Advisors LLC held 60,815 TAXF 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 60,815 shares
    Change vs previous 13F +700 shares

    0.03% of the 13F portfolio, value $3,091,533.

    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 60,115 shares
    Change vs previous 13F +4,852 shares

    0.03% of the 13F portfolio, value $3,008,779.

    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 55,263 shares
    Change vs previous 13F -5,028 shares

    0.03% of the 13F portfolio, value $2,784,143.

    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 60,291 shares
    Change vs previous 13F -12,317 shares

    0.03% of the 13F portfolio, value $3,028,423.

    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 72,608 shares
    Change vs previous 13F -39,040 shares

    0.04% of the 13F portfolio, value $3,552,704.

    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 111,648 shares
    Change vs previous 13F -16,171 shares

    0.07% of the 13F portfolio, value $5,524,363.

    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 127,819 shares
    Change vs previous 13F -10,987 shares

    0.07% of the 13F portfolio, value $6,408,851.

    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 138,806 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,137,399.

    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).