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Bell & Brown Wealth Advisors, LLC: BA position timeline

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

Bell & Brown Wealth Advisors, LLC held 36,875 BA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,875 shares
    Change vs previous 13F +199 shares

    2.42% of the 13F portfolio, value $7,982,420.

    13F-HR 0001725362-26-000008 filed by Bell & Brown 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 36,676 shares
    Change vs previous 13F +413 shares

    2.37% of the 13F portfolio, value $7,299,560.

    13F-HR 0001725362-26-000004 filed by Bell & Brown 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/A 36,263 shares
    Change vs previous 13F +128 shares

    2.53% of the 13F portfolio, value $7,873,352.

    13F-HR/A 0001725362-26-000006 filed by Bell & Brown 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 36,135 shares
    Change vs previous 13F -436 shares

    2.55% of the 13F portfolio, value $7,798,948.

    13F-HR 0001172661-25-004625 filed by Bell & Brown 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 36,571 shares
    Change vs previous 13F -21 shares

    2.74% of the 13F portfolio, value $7,657,035.

    13F-HR 0001172661-25-002772 filed by Bell & Brown Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 36,592 shares
    Change vs previous 13F +307 shares

    2.43% of the 13F portfolio, value $6,240,918.

    13F-HR 0001172661-25-001589 filed by Bell & Brown Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 36,285 shares
    Change vs previous 13F -956 shares

    2.39% of the 13F portfolio, value $6,422,604.

    13F-HR 0001172661-25-001590 filed by Bell & Brown Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 37,241 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $5,662,196.

    13F-HR 0001172661-24-004872 filed by Bell & Brown Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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