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OneDigital Investment Advisors LLC: UFPI position timeline

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

OneDigital Investment Advisors LLC held 8,590 UFPI 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 8,590 shares
    Change vs previous 13F +2,128 shares

    0.01% of the 13F portfolio, value $779,457.

    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 6,462 shares
    Change vs previous 13F -454 shares

    0.01% of the 13F portfolio, value $595,279.

    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 6,916 shares
    Change vs previous 13F -67 shares

    0.01% of the 13F portfolio, value $629,702.

    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 6,983 shares
    Change vs previous 13F -56 shares

    0.01% of the 13F portfolio, value $652,841.

    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 7,039 shares
    Change vs previous 13F -15 shares

    0.01% of the 13F portfolio, value $699,395.

    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 7,054 shares
    Change vs previous 13F +810 shares

    0.01% of the 13F portfolio, value $755,060.

    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 6,244 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $703,387.

    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).