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OneDigital Investment Advisors LLC: TVAL position timeline

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

OneDigital Investment Advisors LLC held 531,080 TVAL 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 531,080 shares
    Change vs previous 13F -28,421 shares

    0.19% of the 13F portfolio, value $22,135,401.

    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 559,501 shares
    Change vs previous 13F -36,644 shares

    0.2% of the 13F portfolio, value $20,242,735.

    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 596,145 shares
    Change vs previous 13F -40,103 shares

    0.21% of the 13F portfolio, value $20,996,237.

    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 636,248 shares
    Change vs previous 13F -26,731 shares

    0.22% of the 13F portfolio, value $21,701,862.

    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 662,979 shares
    Change vs previous 13F -16,258 shares

    0.24% of the 13F portfolio, value $21,765,605.

    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 679,237 shares
    Change vs previous 13F +211,283 shares

    0.25% of the 13F portfolio, value $21,511,444.

    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 467,954 shares
    Change vs previous 13F +265,684 shares

    0.17% of the 13F portfolio, value $14,422,345.

    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 202,270 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,463,128.

    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).