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OneDigital Investment Advisors LLC: TCAF position timeline

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

OneDigital Investment Advisors LLC held 583,194 TCAF 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 583,194 shares
    Change vs previous 13F -20,106 shares

    0.2% of the 13F portfolio, value $23,969,291.

    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 603,300 shares
    Change vs previous 13F -129,036 shares

    0.21% of the 13F portfolio, value $21,471,452.

    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 732,336 shares
    Change vs previous 13F -26,669 shares

    0.27% of the 13F portfolio, value $27,989,879.

    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 759,005 shares
    Change vs previous 13F -20,884 shares

    0.29% of the 13F portfolio, value $28,614,506.

    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 779,889 shares
    Change vs previous 13F -15,705 shares

    0.31% of the 13F portfolio, value $27,514,488.

    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 795,594 shares
    Change vs previous 13F +283,493 shares

    0.3% of the 13F portfolio, value $25,681,771.

    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 512,101 shares
    Change vs previous 13F +262,236 shares

    0.2% of the 13F portfolio, value $17,037,593.

    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 249,865 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $8,308,020.

    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).