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OneDigital Investment Advisors LLC: BALT position timeline

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

OneDigital Investment Advisors LLC held 292,992 BALT 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 292,992 shares
    Change vs previous 13F +31,392 shares

    0.08% of the 13F portfolio, value $10,040,836.

    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 261,600 shares
    Change vs previous 13F +27,246 shares

    0.09% of the 13F portfolio, value $8,754,444.

    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 234,354 shares
    Change vs previous 13F +144,665 shares

    0.08% of the 13F portfolio, value $7,853,203.

    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 89,689 shares
    Change vs previous 13F +29,789 shares

    0.03% of the 13F portfolio, value $2,943,593.

    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 59,900 shares
    Change vs previous 13F +31,100 shares

    0.02% of the 13F portfolio, value $1,921,592.

    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 28,800 shares
    Change vs previous 13F +3,100 shares

    0.01% of the 13F portfolio, value $903,744.

    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 25,700 shares
    Change vs previous 13F +700 shares

    0.01% of the 13F portfolio, value $807,494.

    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 25,000 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $770,750.

    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).