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Disclosery

AA Financial Advisors, LLC: BSMR position timeline

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

AA Financial Advisors, LLC held 21,608 BSMR shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,608 shares
    Change vs previous 13F +12 shares

    0.06% of the 13F portfolio, value $510,811.

    13F-HR 0002085853-26-000768 filed by AA Financial 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 21,596 shares
    Change vs previous 13F -5,455 shares

    0.07% of the 13F portfolio, value $510,828.

    13F-HR 0002085853-26-000433 filed by AA Financial 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 27,051 shares
    Change vs previous 13F +4,230 shares

    0.12% of the 13F portfolio, value $640,171.

    13F-HR 0002085853-26-000032 filed by AA Financial 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 22,821 shares
    Change vs previous 13F +13 shares

    0.11% of the 13F portfolio, value $539,936.

    13F-HR 0002085853-25-000076 filed by AA Financial 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 22,808 shares
    Change vs previous 13F +2,196 shares

    0.12% of the 13F portfolio, value $535,312.

    13F-HR 0001667731-25-000783 filed by AA Financial 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 20,612 shares
    Change vs previous 13F +520 shares

    0.12% of the 13F portfolio, value $485,407.

    13F-HR 0001667731-25-000448 filed by AA Financial 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 20,092 shares
    Change vs previous 13F -2,226 shares

    0.13% of the 13F portfolio, value $474,173.

    13F-HR 0001667731-25-000094 filed by AA Financial 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 22,318 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $528,940.

    13F-HR 0002016899-24-000004 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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