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Disclosery

4WEALTH ADVISORS, INC.: BA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 4WEALTH ADVISORS, INC. on BA, newest first. How the timeline and the estimate are built.

4WEALTH ADVISORS, INC. held 4,722 BA shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,722 shares
    Change vs previous 13F +443 shares

    0.61% of the 13F portfolio, value $886,225.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,279 shares
    Change vs previous 13F +73 shares

    0.71% of the 13F portfolio, value $918,659.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 4,206 shares
    Change vs previous 13F -598 shares

    0.68% of the 13F portfolio, value $795,817.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 4,804 shares
    Change vs previous 13F +2,139 shares

    0.9% of the 13F portfolio, value $1,043,044.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 2,665 shares
    Change vs previous 13F -1,114 shares

    0.53% of the 13F portfolio, value $575,187.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 3,779 shares
    Change vs previous 13F -2,381 shares

    0.82% of the 13F portfolio, value $791,814.

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 6,160 shares
    Change vs previous 13F +852 shares

    1.16% of the 13F portfolio, value $1,050,588.

    13F-HR 0001941040-25-000258 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 5,308 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $939,516.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).