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OneDigital Investment Advisors LLC: MUB position timeline

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

OneDigital Investment Advisors LLC held 895,982 MUB 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 895,982 shares
    Change vs previous 13F +53,269 shares

    0.81% of the 13F portfolio, value $96,425,537.

    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 842,713 shares
    Change vs previous 13F +69,244 shares

    0.87% of the 13F portfolio, value $89,454,011.

    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 773,469 shares
    Change vs previous 13F +26,063 shares

    0.81% of the 13F portfolio, value $82,846,228.

    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 747,406 shares
    Change vs previous 13F +100,173 shares

    0.82% of the 13F portfolio, value $79,591,315.

    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 647,233 shares
    Change vs previous 13F -23,729 shares

    0.75% of the 13F portfolio, value $67,622,906.

    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 670,962 shares
    Change vs previous 13F -126,628 shares

    0.84% of the 13F portfolio, value $70,746,198.

    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 797,590 shares
    Change vs previous 13F -12,790 shares

    0.99% of the 13F portfolio, value $84,983,236.

    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 810,380 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $88,031,571.

    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).