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OneDigital Investment Advisors LLC: MAXJ position timeline

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

OneDigital Investment Advisors LLC held 20,445 MAXJ 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 20,445 shares
    Change vs previous 13F +1,350 shares

    0.01% of the 13F portfolio, value $595,550.

    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 19,095 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $537,695.

    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 19,095 shares
    Change vs previous 13F -999 shares

    0.01% of the 13F portfolio, value $538,358.

    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 20,094 shares
    Change vs previous 13F -154,861 shares

    0.01% of the 13F portfolio, value $563,614.

    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 174,955 shares
    Change vs previous 13F +96,370 shares

    0.05% of the 13F portfolio, value $4,813,004.

    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 78,585 shares
    Change vs previous 13F -5,459 shares

    0.02% of the 13F portfolio, value $2,026,699.

    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 84,044 shares
    Change vs previous 13F +800 shares

    0.03% of the 13F portfolio, value $2,196,532.

    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 83,244 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,163,512.

    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).