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OneDigital Investment Advisors LLC: BSV position timeline

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

OneDigital Investment Advisors LLC held 206,533 BSV 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 206,533 shares
    Change vs previous 13F -3,471 shares

    0.14% of the 13F portfolio, value $16,090,981.

    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 210,004 shares
    Change vs previous 13F -8,314 shares

    0.16% of the 13F portfolio, value $16,466,422.

    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 218,318 shares
    Change vs previous 13F -12,834 shares

    0.17% of the 13F portfolio, value $17,205,610.

    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 231,152 shares
    Change vs previous 13F -2,231 shares

    0.19% of the 13F portfolio, value $18,240,204.

    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 233,383 shares
    Change vs previous 13F +450 shares

    0.2% of the 13F portfolio, value $18,367,264.

    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 232,933 shares
    Change vs previous 13F +9,512 shares

    0.22% of the 13F portfolio, value $18,234,019.

    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 223,421 shares
    Change vs previous 13F -491 shares

    0.2% of the 13F portfolio, value $17,263,733.

    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 223,912 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $17,619,598.

    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).