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OneDigital Investment Advisors LLC: WFC position timeline

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

OneDigital Investment Advisors LLC held 95,265 WFC 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 95,265 shares
    Change vs previous 13F +10,146 shares

    0.07% of the 13F portfolio, value $7,872,716.

    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 85,119 shares
    Change vs previous 13F +10,332 shares

    0.07% of the 13F portfolio, value $6,776,354.

    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 74,787 shares
    Change vs previous 13F +5,254 shares

    0.07% of the 13F portfolio, value $6,970,149.

    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 69,533 shares
    Change vs previous 13F -1,708 shares

    0.06% of the 13F portfolio, value $5,828,251.

    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 71,241 shares
    Change vs previous 13F +3,695 shares

    0.06% of the 13F portfolio, value $5,707,851.

    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 67,546 shares
    Change vs previous 13F -8,593 shares

    0.06% of the 13F portfolio, value $4,849,133.

    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 76,139 shares
    Change vs previous 13F -83,567 shares

    0.06% of the 13F portfolio, value $5,348,023.

    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 159,706 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $9,021,792.

    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).