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OneDigital Investment Advisors LLC: BAC position timeline

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

OneDigital Investment Advisors LLC held 136,182 BAC 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 136,182 shares
    Change vs previous 13F +9,254 shares

    0.07% of the 13F portfolio, value $7,759,625.

    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 126,928 shares
    Change vs previous 13F -10,338 shares

    0.06% of the 13F portfolio, value $6,187,748.

    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 137,266 shares
    Change vs previous 13F -10,852 shares

    0.07% of the 13F portfolio, value $7,549,615.

    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 148,118 shares
    Change vs previous 13F -1,450 shares

    0.08% of the 13F portfolio, value $7,641,430.

    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 149,568 shares
    Change vs previous 13F -44,433 shares

    0.08% of the 13F portfolio, value $7,077,576.

    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 194,001 shares
    Change vs previous 13F -14,742 shares

    0.1% of the 13F portfolio, value $8,095,678.

    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 208,743 shares
    Change vs previous 13F -21,477 shares

    0.11% of the 13F portfolio, value $9,174,275.

    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 230,220 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $9,135,146.

    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).