OneDigital Investment Advisors LLC

Position in PRVA — Privia Health Group, Inc.

CIK 1690370 OVERLAND PARK, KS

Position in PRVA

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$6,188,772

-$942,626 QoQ

Shares Held

300,864

+0.0% QoQ

Ownership

0.239%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

16 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Healthcare · as of Mar 31, 2026

OneDigital Investment Advisors LLC holds $6,592,614 across 2 Health Information Services names. PRVA ranks #1 (93.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PRVA	Privia Health Group, Inc. This page	300,864	$6,188,772
2	VEEV	Veeva Systems Inc	2,299	$403,842

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,188,772	300,864	+0.0%	Shares	Sole	2026-05-08
2025-12-31	$7,131,398	300,776	-9.0%	Shares	Sole	2026-02-13
2025-09-30	$8,228,155	330,448	-0.0%	Shares	Sole	2025-11-10
2025-06-30	$7,601,960	330,520	-12.7%	Shares	Sole	2025-08-07
2025-03-31	$8,495,775	378,431	-15.2%	Shares	Sole	2025-04-29
2024-12-31	$8,725,458	446,315	-17.3%	Shares	Sole	2025-02-13
2024-09-30	$9,830,668	539,850	-0.3%	Shares	Sole	2024-11-06
2024-06-30	$9,409,566	541,402	-0.6%	Shares	Sole	2024-08-02
2024-03-31	$10,673,787	544,859	-1.2%	Shares	Sole	2024-05-10
2023-12-31	$12,704,246	551,639	+0.4%	Shares	Sole	2024-02-13
2023-09-30	$12,633,417	549,279	-0.1%	Shares	Sole	2023-11-14
2023-06-30	$14,356,374	549,842	-0.1%	Shares	Sole	2023-08-07
2023-03-31	$15,194,528	550,327	-11.4%	Shares	Sole	2023-05-10
2022-12-31	$14,106,384	621,153	0.0%	Shares	Sole	2023-02-02
2022-09-30	$21,156,471	621,153	-13.9%	Shares	Sole	2022-11-08
2022-06-30	$21,010,050	721,499	—	Shares	Sole	2022-08-08
No filing history on record for this holder in this stock.