Skip to content
Disclosery

OneDigital Investment Advisors LLC: MTUM position timeline

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

OneDigital Investment Advisors LLC held 328,191 MTUM 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 328,191 shares
    Change vs previous 13F -93,956 shares

    0.95% of the 13F portfolio, value $112,513,868.

    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 422,147 shares
    Change vs previous 13F +19,152 shares

    0.99% of the 13F portfolio, value $101,311,165.

    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 402,995 shares
    Change vs previous 13F +132,109 shares

    0.99% of the 13F portfolio, value $100,873,599.

    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 270,886 shares
    Change vs previous 13F +2,349 shares

    0.71% of the 13F portfolio, value $69,468,607.

    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 268,537 shares
    Change vs previous 13F -28,109 shares

    0.72% of the 13F portfolio, value $64,534,902.

    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 296,646 shares
    Change vs previous 13F -2,778 shares

    0.71% of the 13F portfolio, value $59,960,986.

    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 299,424 shares
    Change vs previous 13F +174,257 shares

    0.72% of the 13F portfolio, value $61,956,746.

    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 125,167 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $25,378,937.

    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).