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OneDigital Investment Advisors LLC: BUFR position timeline

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

OneDigital Investment Advisors LLC held 140,539 BUFR 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 140,539 shares
    Change vs previous 13F +32,975 shares

    0.04% of the 13F portfolio, value $5,133,890.

    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 107,564 shares
    Change vs previous 13F +2,624 shares

    0.04% of the 13F portfolio, value $3,632,436.

    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 104,940 shares
    Change vs previous 13F -6,541 shares

    0.04% of the 13F portfolio, value $3,595,244.

    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 111,481 shares
    Change vs previous 13F +4,232 shares

    0.04% of the 13F portfolio, value $3,725,695.

    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 107,249 shares
    Change vs previous 13F +6,826 shares

    0.04% of the 13F portfolio, value $3,410,518.

    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 100,423 shares
    Change vs previous 13F -129,111 shares

    0.04% of the 13F portfolio, value $2,981,559.

    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 229,534 shares
    Change vs previous 13F -16,693 shares

    0.08% of the 13F portfolio, value $6,993,901.

    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 246,227 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,359,725.

    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).