Skip to content
Disclosery

OneDigital Investment Advisors LLC: FMB position timeline

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

OneDigital Investment Advisors LLC held 782,447 FMB 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 782,447 shares
    Change vs previous 13F +38,020 shares

    0.34% of the 13F portfolio, value $40,192,130.

    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 744,427 shares
    Change vs previous 13F +165,804 shares

    0.37% of the 13F portfolio, value $37,712,655.

    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 578,623 shares
    Change vs previous 13F +20,205 shares

    0.29% of the 13F portfolio, value $29,587,882.

    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 558,418 shares
    Change vs previous 13F +4,499 shares

    0.29% of the 13F portfolio, value $28,312,664.

    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 553,919 shares
    Change vs previous 13F +127,798 shares

    0.31% of the 13F portfolio, value $27,596,242.

    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 426,121 shares
    Change vs previous 13F -10,236 shares

    0.25% of the 13F portfolio, value $21,485,962.

    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 436,357 shares
    Change vs previous 13F +17,192 shares

    0.26% of the 13F portfolio, value $22,258,559.

    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 419,165 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $21,779,797.

    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).