OneDigital Investment Advisors LLC
Position in HLX — Helix Energy Solutions Group Inc
CIK 1690370
OVERLAND PARK, KS
Position in HLX
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$279,155
+$17,923 QoQ
Shares Held
28,226
-29.1% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HLX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026OneDigital Investment Advisors LLC holds $5,871,732 across 7 Oil & Gas Equipment & Services names. HLX ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LB |
LandBridge Co LLC
|
35,439 | $2,447,062 | |
| 2 | HAL |
Halliburton Co
|
37,508 | $1,462,436 | |
| 3 | NOA |
North American Construction Group Ltd.
|
40,648 | $547,935 | |
| 4 | SLB |
Slb Limited/Nv
|
9,714 | $499,202 | |
| 5 | BKR |
Baker Hughes Co
|
6,147 | $375,274 | |
| 6 | HLX |
Helix Energy Solutions Group Inc
This page
|
28,226 | $279,155 | |
| 7 | AESI |
Atlas Energy Solutions Inc.
|
19,868 | $260,668 |
All Filings in HLX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $279,155 | 28,226 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $261,232 | 39,822 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $63,591 | 10,191 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||