OneDigital Investment Advisors LLC
Position in ADAM — Adamas Trust, Inc.
CIK 1690370
OVERLAND PARK, KS
Position in ADAM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$97,411
+$21,051 QoQ
Shares Held
10,385
+0.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#136
of 206 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADAM Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $612,801 across 3 REIT - Mortgage names. ADAM ranks #3 (15.9% of the industry book) .
All Filings in ADAM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,411 | 10,385 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $76,360 | 10,375 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $75,664 | 10,365 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $72,160 | 10,353 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||