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Disclosery

Avid Wealth Partners LLC: BAI position timeline

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

Avid Wealth Partners LLC held 214,928 BAI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 214,928 shares
    Change vs previous 13F -15,940 shares

    5.49% of the 13F portfolio, value $11,330,991.

    13F-HR 0001992344-26-000007 filed by Avid Wealth Partners 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 230,868 shares
    Change vs previous 13F +35,051 shares

    3.6% of the 13F portfolio, value $7,607,103.

    13F-HR 0001992344-26-000005 filed by Avid Wealth Partners 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 195,817 shares
    Change vs previous 13F +69,470 shares

    3.19% of the 13F portfolio, value $6,520,708.

    13F-HR 0001992344-26-000003 filed by Avid Wealth Partners 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 126,347 shares
    Change vs previous 13F -3,655 shares

    2.14% of the 13F portfolio, value $4,316,021.

    13F-HR 0001992344-25-000009 filed by Avid Wealth Partners 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 130,002 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $3,750,564.

    13F-HR 0001992344-25-000005 filed by Avid Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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