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Disclosery

Advus Financial Partners, LLC: BAI position timeline

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

Advus Financial Partners, LLC held 62,543 BAI shares at 2026-06-30 per its 13F-HR/A filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 62,543 shares
    Change vs previous 13F +10,610 shares

    0.94% of the 13F portfolio, value $3,297,278.

    13F-HR/A 0002150676-26-000044 filed by Advus Financial Partners, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F/A 51,933 shares
    Change vs previous 13F +12,955 shares

    0.65% of the 13F portfolio, value $1,711,199.

    13F-HR/A 0002150676-26-000043 filed by Advus Financial Partners, LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F/A 38,978 shares
    Change vs previous 13F +17,941 shares

    0.47% of the 13F portfolio, value $1,297,974.

    13F-HR/A 0002150676-26-000042 filed by Advus Financial Partners, LLC
    Accepted , ingested

  4. period ended2025-09-30
    13F/A 21,037 shares
    Change vs previous 13F +13,322 shares

    0.27% of the 13F portfolio, value $718,624.

    13F-HR/A 0002150676-26-000041 filed by Advus Financial Partners, LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F/A 7,715 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $222,578.

    13F-HR/A 0002150676-26-000040 filed by Advus Financial Partners, LLC
    Accepted , ingested