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Braun-Bostich & Associates Inc.: BAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Braun-Bostich & Associates Inc. on BAI, newest first. How the timeline and the estimate are built.

Braun-Bostich & Associates Inc. held 73,453 BAI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,453 shares
    Change vs previous 13F -20,128 shares

    2.16% of the 13F portfolio, value $3,872,442.

    13F-HR 0001951757-26-001030 filed by Braun-Bostich & Associates Inc.
    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 93,581 shares
    Change vs previous 13F +7,037 shares

    1.93% of the 13F portfolio, value $3,083,494.

    13F-HR 0001951757-26-000605 filed by Braun-Bostich & Associates Inc.
    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 86,544 shares
    Change vs previous 13F +5,503 shares

    1.78% of the 13F portfolio, value $2,881,915.

    13F-HR 0001951757-26-000091 filed by Braun-Bostich & Associates Inc.
    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 81,041 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $2,768,361.

    13F-HR 0001951757-25-001254 filed by Braun-Bostich & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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