B.O.S.S. Retirement Advisors, LLC: BAI position timeline

B.O.S.S. Retirement Advisors, LLC held 64,656 BAI 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 64,656 shares

   Change vs previous 13F -18,720 shares

   0.92% of the 13F portfolio, value $3,408,676.

   13F-HR 0001964810-26-000008 filed by B.O.S.S. Retirement Advisors, LLC
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 83,376 shares

   Change vs previous 13F +3,351 shares

   0.84% of the 13F portfolio, value $2,747,246.

   13F-HR 0001964810-26-000004 filed by B.O.S.S. Retirement Advisors, LLC
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 80,025 shares

   Change vs previous 13F +49,025 shares

   0.84% of the 13F portfolio, value $2,664,848.

   13F-HR 0001964810-26-000002 filed by B.O.S.S. Retirement Advisors, LLC
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 31,000 shares

   Change vs previous 13F +23,453 shares

   0.25% of the 13F portfolio, value $1,058,962.

   13F-HR 0001964810-25-000004 filed by B.O.S.S. Retirement Advisors, LLC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 7,547 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $217,732.

   13F-HR 0001085146-25-003968 filed by B.O.S.S. Retirement Advisors, LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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