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OneDigital Investment Advisors LLC: MBB position timeline

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

OneDigital Investment Advisors LLC held 1,892,523 MBB 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 1,892,523 shares
    Change vs previous 13F +113,927 shares

    1.51% of the 13F portfolio, value $178,881,311.

    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 1,778,596 shares
    Change vs previous 13F +142,822 shares

    1.65% of the 13F portfolio, value $168,877,656.

    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 1,635,774 shares
    Change vs previous 13F +51,945 shares

    1.53% of the 13F portfolio, value $155,758,358.

    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 1,583,829 shares
    Change vs previous 13F +39,920 shares

    1.55% of the 13F portfolio, value $150,701,294.

    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 1,543,909 shares
    Change vs previous 13F -2,629 shares

    1.61% of the 13F portfolio, value $144,957,592.

    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 1,546,538 shares
    Change vs previous 13F -138,135 shares

    1.72% of the 13F portfolio, value $145,034,317.

    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 1,684,673 shares
    Change vs previous 13F +41,701 shares

    1.79% of the 13F portfolio, value $154,450,864.

    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 1,642,972 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $157,413,114.

    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).