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OneDigital Investment Advisors LLC: XTEN position timeline

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

OneDigital Investment Advisors LLC held 1,714,557 XTEN 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 1,714,557 shares
    Change vs previous 13F +172,012 shares

    0.66% of the 13F portfolio, value $78,149,530.

    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 1,542,545 shares
    Change vs previous 13F -7,481 shares

    0.69% of the 13F portfolio, value $70,741,093.

    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 1,550,026 shares
    Change vs previous 13F -280,077 shares

    0.7% of the 13F portfolio, value $71,642,197.

    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 1,830,103 shares
    Change vs previous 13F +91,212 shares

    0.88% of the 13F portfolio, value $85,337,694.

    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 1,738,891 shares
    Change vs previous 13F +320,399 shares

    0.89% of the 13F portfolio, value $80,267,229.

    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 1,418,492 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $66,059,180.

    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).