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OneDigital Investment Advisors LLC: WTMF position timeline

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

OneDigital Investment Advisors LLC held 315,199 WTMF 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 315,199 shares
    Change vs previous 13F -4,049 shares

    0.11% of the 13F portfolio, value $12,875,888.

    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 319,248 shares
    Change vs previous 13F -142,993 shares

    0.12% of the 13F portfolio, value $12,669,621.

    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 462,241 shares
    Change vs previous 13F -13,335 shares

    0.17% of the 13F portfolio, value $17,574,400.

    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 475,576 shares
    Change vs previous 13F -22,122 shares

    0.18% of the 13F portfolio, value $18,017,243.

    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 497,698 shares
    Change vs previous 13F -12,841 shares

    0.2% of the 13F portfolio, value $17,571,664.

    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 510,539 shares
    Change vs previous 13F -40,152 shares

    0.21% of the 13F portfolio, value $17,424,689.

    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 550,691 shares
    Change vs previous 13F +40,403 shares

    0.22% of the 13F portfolio, value $19,235,626.

    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 510,288 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $18,125,645.

    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).