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OneDigital Investment Advisors LLC: MCO position timeline

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

OneDigital Investment Advisors LLC held 2,070 MCO 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 2,070 shares
    Change vs previous 13F +893 shares

    0.01% of the 13F portfolio, value $937,653.

    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 1,177 shares
    Change vs previous 13F -311 shares

    0.01% of the 13F portfolio, value $513,420.

    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 1,488 shares
    Change vs previous 13F -276 shares

    0.01% of the 13F portfolio, value $760,025.

    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 1,764 shares
    Change vs previous 13F +432 shares

    0.01% of the 13F portfolio, value $840,353.

    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 1,332 shares
    Change vs previous 13F -44 shares

    0.01% of the 13F portfolio, value $668,354.

    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 1,376 shares
    Change vs previous 13F -1,026 shares

    0.01% of the 13F portfolio, value $640,984.

    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 2,402 shares
    Change vs previous 13F -6,103 shares

    0.01% of the 13F portfolio, value $1,137,071.

    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 8,505 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,036,270.

    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).