OneDigital Investment Advisors LLC
Position in CVCO — Cavco Industries, Inc.
CIK 1690370
OVERLAND PARK, KS
Position in CVCO
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,011,197
-$188,005 QoQ
Shares Held
2,088
+2.9% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026OneDigital Investment Advisors LLC holds $4,829,547 across 6 Residential Construction names. CVCO ranks #2 (20.9% of the industry book) .
All Filings in CVCO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,011,197 | 2,088 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,199,202 | 2,030 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,225,340 | 2,110 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $933,155 | 2,148 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,158,255 | 2,229 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $955,824 | 2,142 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $917,718 | 2,143 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $766,766 | 2,215 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $557,087 | 1,396 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $466,550 | 1,346 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $368,204 | 1,386 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $407,985 | 1,383 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||