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Beacon Bridge Wealth Partners, LLC: BAI position timeline

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

Beacon Bridge Wealth Partners, LLC held 139,883 BAI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,883 shares
    Change vs previous 13F -6,494 shares

    2.1% of the 13F portfolio, value $7,374,632.

    13F-HR 0001765380-26-000277 filed by Beacon Bridge 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 146,377 shares
    Change vs previous 13F +2,795 shares

    1.61% of the 13F portfolio, value $4,823,122.

    13F-HR 0001765380-26-000151 filed by Beacon Bridge 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 143,582 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $4,781,281.

    13F-HR 0001765380-26-000036 filed by Beacon Bridge Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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