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OneDigital Investment Advisors LLC: WMT position timeline

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

OneDigital Investment Advisors LLC held 141,973 WMT 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 141,973 shares
    Change vs previous 13F -5,004 shares

    0.14% of the 13F portfolio, value $16,079,911.

    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 146,977 shares
    Change vs previous 13F -58,128 shares

    0.18% of the 13F portfolio, value $18,266,343.

    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 205,105 shares
    Change vs previous 13F +8,396 shares

    0.22% of the 13F portfolio, value $22,850,736.

    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 196,709 shares
    Change vs previous 13F +1,162 shares

    0.21% of the 13F portfolio, value $20,272,831.

    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 195,547 shares
    Change vs previous 13F -11,959 shares

    0.21% of the 13F portfolio, value $19,120,610.

    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 207,506 shares
    Change vs previous 13F -12,807 shares

    0.22% of the 13F portfolio, value $18,216,960.

    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 220,313 shares
    Change vs previous 13F -26,684 shares

    0.23% of the 13F portfolio, value $19,905,270.

    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 246,997 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $19,945,040.

    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).