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OneDigital Investment Advisors LLC: TFC position timeline

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

OneDigital Investment Advisors LLC held 122,054 TFC 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 122,054 shares
    Change vs previous 13F -521 shares

    0.05% of the 13F portfolio, value $6,080,709.

    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 122,575 shares
    Change vs previous 13F -4,825 shares

    0.06% of the 13F portfolio, value $5,634,782.

    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 127,400 shares
    Change vs previous 13F +88,958 shares

    0.06% of the 13F portfolio, value $6,269,365.

    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 38,442 shares
    Change vs previous 13F +1,220 shares

    0.02% of the 13F portfolio, value $1,757,575.

    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 37,222 shares
    Change vs previous 13F -817 shares

    0.02% of the 13F portfolio, value $1,600,179.

    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 38,039 shares
    Change vs previous 13F +4,133 shares

    0.02% of the 13F portfolio, value $1,565,316.

    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 33,906 shares
    Change vs previous 13F +697 shares

    0.02% of the 13F portfolio, value $1,470,845.

    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 33,209 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,420,362.

    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).