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OneDigital Investment Advisors LLC: BALI position timeline

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

OneDigital Investment Advisors LLC held 19,442 BALI 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 19,442 shares
    Change vs previous 13F +5,132 shares

    0.01% of the 13F portfolio, value $657,715.

    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 14,310 shares
    Change vs previous 13F +3,004 shares

    <0.01% of the 13F portfolio, value $440,905.

    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 11,306 shares
    Change vs previous 13F +223 shares

    <0.01% of the 13F portfolio, value $358,189.

    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 11,083 shares
    Change vs previous 13F +212 shares

    <0.01% of the 13F portfolio, value $351,764.

    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 10,871 shares
    Change vs previous 13F +332 shares

    <0.01% of the 13F portfolio, value $327,323.

    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 10,539 shares
    Change vs previous 13F +132 shares

    <0.01% of the 13F portfolio, value $303,414.

    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 10,407 shares
    Change vs previous 13F -6,656 shares

    <0.01% of the 13F portfolio, value $314,821.

    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 17,063 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $518,253.

    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).