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BCU Wealth Advisors, LLC: BAI position timeline

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

BCU Wealth Advisors, LLC held 37,305 BAI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,305 shares
    Change vs previous 13F -9,323 shares

    0.65% of the 13F portfolio, value $1,966,745.

    13F-HR 0002085853-26-000728 filed by BCU Wealth 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 46,628 shares
    Change vs previous 13F +3,228 shares

    0.57% of the 13F portfolio, value $1,536,400.

    13F-HR 0002085853-26-000432 filed by BCU Wealth 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 43,400 shares
    Change vs previous 13F +2,761 shares

    0.55% of the 13F portfolio, value $1,445,228.

    13F-HR 0002085853-26-000157 filed by BCU Wealth 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 40,639 shares
    Change vs previous 13F +31,885 shares

    0.56% of the 13F portfolio, value $1,388,239.

    13F-HR 0002085853-25-000102 filed by BCU Wealth 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 8,754 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $252,562.

    13F-HR 0001667731-25-000866 filed by BCU Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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