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OneDigital Investment Advisors LLC: WM position timeline

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

OneDigital Investment Advisors LLC held 7,823 WM 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 7,823 shares
    Change vs previous 13F -2,652 shares

    0.01% of the 13F portfolio, value $1,743,571.

    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 10,475 shares
    Change vs previous 13F -1,581 shares

    0.02% of the 13F portfolio, value $2,407,059.

    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 12,056 shares
    Change vs previous 13F -3,141 shares

    0.03% of the 13F portfolio, value $2,648,812.

    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 15,197 shares
    Change vs previous 13F -255 shares

    0.03% of the 13F portfolio, value $3,355,926.

    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 15,452 shares
    Change vs previous 13F -915 shares

    0.04% of the 13F portfolio, value $3,535,682.

    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 16,367 shares
    Change vs previous 13F +404 shares

    0.04% of the 13F portfolio, value $3,789,111.

    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 15,963 shares
    Change vs previous 13F +2,705 shares

    0.04% of the 13F portfolio, value $3,221,211.

    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 13,258 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,752,450.

    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).