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OneDigital Investment Advisors LLC: XMHQ position timeline

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

OneDigital Investment Advisors LLC held 18,689 XMHQ 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 18,689 shares
    Change vs previous 13F -516 shares

    0.02% of the 13F portfolio, value $2,109,614.

    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 19,205 shares
    Change vs previous 13F +99 shares

    0.02% of the 13F portfolio, value $1,985,221.

    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 19,106 shares
    Change vs previous 13F +2,069 shares

    0.02% of the 13F portfolio, value $1,956,837.

    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 17,037 shares
    Change vs previous 13F +270 shares

    0.02% of the 13F portfolio, value $1,788,204.

    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 16,767 shares
    Change vs previous 13F +919 shares

    0.02% of the 13F portfolio, value $1,647,190.

    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 15,848 shares
    Change vs previous 13F -6,490 shares

    0.02% of the 13F portfolio, value $1,450,567.

    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 22,338 shares
    Change vs previous 13F +14,708 shares

    0.03% of the 13F portfolio, value $2,199,629.

    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 7,630 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $782,667.

    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).