OneDigital Investment Advisors LLC quarter change: Foreign Stocks, Unchanged
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, OneDigital Investment Advisors LLC opened 9 positions, added to 18, reduced 20, sold out of 5 and left 3 unchanged. The largest increase in value was TSM (+$9,992,999); the largest decrease was RTO (-$876,907).
- NIO: Country of operation China; Class SPON ADS; Shares 2026-03-31 15,050; Shares 2026-06-30 15,050.
- BNTX: Country of operation —; Class SPONSORED ADS; Shares 2026-03-31 3,009; Shares 2026-06-30 3,009.
- MREO: Country of operation —; Class SPON ADS; Shares 2026-03-31 18,300; Shares 2026-06-30 18,300.
Two Form 13F-HR filings compared (SEC CIK 1690370): 2026-03-31 (filed 2026-05-08) and 2026-06-30 (filed 2026-08-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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