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OneDigital Investment Advisors LLC: UFOX position timeline

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

OneDigital Investment Advisors LLC held 32,920 UFOX 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 32,920 shares
    Change vs previous 13F +524 shares

    0.03% of the 13F portfolio, value $3,128,635.

    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 32,396 shares
    Change vs previous 13F -2,511 shares

    0.02% of the 13F portfolio, value $2,208,586.

    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 34,907 shares
    Change vs previous 13F -965 shares

    0.02% of the 13F portfolio, value $2,228,330.

    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 35,872 shares
    Change vs previous 13F -53 shares

    0.02% of the 13F portfolio, value $2,212,561.

    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 35,925 shares
    Change vs previous 13F -972 shares

    0.02% of the 13F portfolio, value $1,895,414.

    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 36,897 shares
    Change vs previous 13F -1,355 shares

    0.02% of the 13F portfolio, value $1,568,102.

    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 38,252 shares
    Change vs previous 13F -2,752 shares

    0.02% of the 13F portfolio, value $1,822,704.

    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 41,004 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,778,764.

    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).