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Disclosery

AA Financial Advisors, LLC: BSMS position timeline

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

AA Financial Advisors, LLC held 18,546 BSMS 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 18,546 shares
    Change vs previous 13F +13 shares

    0.05% of the 13F portfolio, value $434,717.

    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 18,533 shares
    Change vs previous 13F +4,253 shares

    0.06% of the 13F portfolio, value $433,593.

    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 14,280 shares
    Change vs previous 13F +12 shares

    0.06% of the 13F portfolio, value $335,588.

    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 14,268 shares
    Change vs previous 13F +12 shares

    0.07% of the 13F portfolio, value $334,093.

    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 14,256 shares
    Change vs previous 13F +2,651 shares

    0.07% of the 13F portfolio, value $331,159.

    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 11,605 shares
    Change vs previous 13F +12 shares

    0.07% of the 13F portfolio, value $268,945.

    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 11,593 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $270,463.

    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).