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OneDigital Investment Advisors LLC: MTN position timeline

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

OneDigital Investment Advisors LLC held 11,121 MTN 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 11,121 shares
    Change vs previous 13F +63 shares

    0.01% of the 13F portfolio, value $1,514,166.

    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 11,058 shares
    Change vs previous 13F -201 shares

    0.01% of the 13F portfolio, value $1,419,002.

    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 11,259 shares
    Change vs previous 13F +20 shares

    0.01% of the 13F portfolio, value $1,495,129.

    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 11,239 shares
    Change vs previous 13F +7 shares

    0.02% of the 13F portfolio, value $1,681,077.

    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 11,232 shares
    Change vs previous 13F -1,124 shares

    0.02% of the 13F portfolio, value $1,764,922.

    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 12,356 shares
    Change vs previous 13F -3,370 shares

    0.02% of the 13F portfolio, value $1,977,219.

    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 15,726 shares
    Change vs previous 13F -388 shares

    0.03% of the 13F portfolio, value $2,947,839.

    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 16,114 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,808,542.

    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).