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OneDigital Investment Advisors LLC: MOAT position timeline

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

OneDigital Investment Advisors LLC held 305,588 MOAT 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 305,588 shares
    Change vs previous 13F -13,040 shares

    0.27% of the 13F portfolio, value $31,768,977.

    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 318,628 shares
    Change vs previous 13F -147,991 shares

    0.3% of the 13F portfolio, value $30,811,337.

    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 466,619 shares
    Change vs previous 13F -43,916 shares

    0.47% of the 13F portfolio, value $48,323,067.

    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 510,535 shares
    Change vs previous 13F -41,180 shares

    0.52% of the 13F portfolio, value $50,599,114.

    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 551,715 shares
    Change vs previous 13F -51,564 shares

    0.57% of the 13F portfolio, value $51,745,348.

    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 603,279 shares
    Change vs previous 13F -63,572 shares

    0.63% of the 13F portfolio, value $53,088,542.

    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 666,851 shares
    Change vs previous 13F -72,633 shares

    0.72% of the 13F portfolio, value $61,833,783.

    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 739,484 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $71,692,948.

    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).