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OneDigital Investment Advisors LLC: BAI position timeline

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

OneDigital Investment Advisors LLC held 2,202,045 BAI 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 2,202,045 shares
    Change vs previous 13F -472,647 shares

    0.98% of the 13F portfolio, value $116,091,811.

    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 2,674,692 shares
    Change vs previous 13F +444,396 shares

    0.86% of the 13F portfolio, value $88,131,100.

    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 2,230,296 shares
    Change vs previous 13F +117,765 shares

    0.73% of the 13F portfolio, value $74,268,857.

    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 2,112,531 shares
    Change vs previous 13F +962,078 shares

    0.74% of the 13F portfolio, value $72,164,057.

    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 1,150,453 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $33,190,568.

    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).