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OneDigital Investment Advisors LLC: WSM position timeline

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

OneDigital Investment Advisors LLC held 7,490 WSM 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 7,490 shares
    Change vs previous 13F -125 shares

    0.01% of the 13F portfolio, value $1,745,970.

    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 7,615 shares
    Change vs previous 13F -9,774 shares

    0.01% of the 13F portfolio, value $1,388,427.

    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 17,389 shares
    Change vs previous 13F +14,763 shares

    0.03% of the 13F portfolio, value $3,105,571.

    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 2,626 shares
    Change vs previous 13F -71 shares

    0.01% of the 13F portfolio, value $513,284.

    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 2,697 shares
    Change vs previous 13F +76 shares

    <0.01% of the 13F portfolio, value $440,627.

    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 2,621 shares
    Change vs previous 13F +562 shares

    <0.01% of the 13F portfolio, value $414,389.

    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 2,059 shares
    Change vs previous 13F -4,108 shares

    <0.01% of the 13F portfolio, value $381,286.

    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 6,167 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $955,392.

    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).