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OneDigital Investment Advisors LLC: BTAL position timeline

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

OneDigital Investment Advisors LLC held 606,507 BTAL 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 606,507 shares
    Change vs previous 13F +12,155 shares

    0.06% of the 13F portfolio, value $6,762,548.

    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 594,352 shares
    Change vs previous 13F -94,838 shares

    0.08% of the 13F portfolio, value $8,297,147.

    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 689,190 shares
    Change vs previous 13F +55,609 shares

    0.1% of the 13F portfolio, value $9,917,439.

    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 633,581 shares
    Change vs previous 13F +29,979 shares

    0.1% of the 13F portfolio, value $10,086,613.

    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 603,602 shares
    Change vs previous 13F -45,618 shares

    0.12% of the 13F portfolio, value $10,683,754.

    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 649,220 shares
    Change vs previous 13F -38,219 shares

    0.16% of the 13F portfolio, value $13,529,740.

    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 687,439 shares
    Change vs previous 13F +55,740 shares

    0.15% of the 13F portfolio, value $12,703,876.

    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 631,699 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $12,381,295.

    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).