Skip to content
Disclosery

OneDigital Investment Advisors LLC: VLUE position timeline

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

OneDigital Investment Advisors LLC held 64,003 VLUE 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 64,003 shares
    Change vs previous 13F +2,804 shares

    0.11% of the 13F portfolio, value $12,788,501.

    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 61,199 shares
    Change vs previous 13F +25,048 shares

    0.09% of the 13F portfolio, value $8,701,833.

    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 36,151 shares
    Change vs previous 13F +827 shares

    0.05% of the 13F portfolio, value $4,942,861.

    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 35,324 shares
    Change vs previous 13F -2,349 shares

    0.05% of the 13F portfolio, value $4,417,206.

    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 37,673 shares
    Change vs previous 13F -11,963 shares

    0.05% of the 13F portfolio, value $4,264,967.

    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 49,636 shares
    Change vs previous 13F -4,990 shares

    0.06% of the 13F portfolio, value $5,293,674.

    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 54,626 shares
    Change vs previous 13F -2,121 shares

    0.07% of the 13F portfolio, value $5,769,032.

    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 56,747 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,187,692.

    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).