Skip to content
Disclosery

OneDigital Investment Advisors LLC: UBND position timeline

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

OneDigital Investment Advisors LLC held 202,726 UBND 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 202,726 shares
    Change vs previous 13F +26,597 shares

    0.04% of the 13F portfolio, value $4,404,227.

    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 176,129 shares
    Change vs previous 13F +4,435 shares

    0.04% of the 13F portfolio, value $3,836,093.

    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 171,694 shares
    Change vs previous 13F +18,233 shares

    0.04% of the 13F portfolio, value $3,777,271.

    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 153,461 shares
    Change vs previous 13F +35,076 shares

    0.03% of the 13F portfolio, value $3,383,808.

    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 118,385 shares
    Change vs previous 13F +8,446 shares

    0.03% of the 13F portfolio, value $2,586,711.

    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 109,939 shares
    Change vs previous 13F +69 shares

    0.03% of the 13F portfolio, value $2,396,678.

    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 109,870 shares
    Change vs previous 13F +23,010 shares

    0.03% of the 13F portfolio, value $2,347,921.

    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 86,860 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,932,393.

    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).