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A4 Wealth Advisors LLC: BAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of A4 Wealth Advisors LLC on BAI, newest first. How the timeline and the estimate are built.

A4 Wealth Advisors LLC held 115,680 BAI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,680 shares
    Change vs previous 13F -727 shares

    4.11% of the 13F portfolio, value $6,098,641.

    13F-HR 0002033987-26-000006 filed by A4 Wealth 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 116,407 shares
    Change vs previous 13F +33,827 shares

    3.19% of the 13F portfolio, value $3,835,605.

    13F-HR 0002033987-26-000004 filed by A4 Wealth 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 82,580 shares
    Change vs previous 13F +37,203 shares

    2.38% of the 13F portfolio, value $2,749,908.

    13F-HR 0002033987-26-000002 filed by A4 Wealth 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 45,377 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $1,550,078.

    13F-HR 0002033987-25-000002 filed by A4 Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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