Broadway Wealth Solutions, Inc.: BA position timeline

Broadway Wealth Solutions, Inc. held 969 BA shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 969 shares

   Change vs previous 13F +969 shares

   0.1% of the 13F portfolio, value $209,759.

   13F-HR 0002085853-26-000701 filed by Broadway Wealth Solutions, Inc.
   Filed 2026-07-13 (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 0 shares

   Change vs previous 13F -969 shares

   13F-HR 0002085853-26-000454 filed by Broadway Wealth Solutions, Inc.
   Filed 2026-04-22 (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).

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-12-31

   13F 969 shares

   Change vs previous 13F -12 shares

   0.11% of the 13F portfolio, value $210,389.

   13F-HR 0002085853-26-000145 filed by Broadway Wealth Solutions, Inc.
   Filed 2026-01-29 (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 981 shares

   Change vs previous 13F +12 shares

   0.12% of the 13F portfolio, value $211,729.

   13F-HR 0002085853-25-000244 filed by Broadway Wealth Solutions, Inc.
   Filed 2025-11-10 (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 969 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $203,035.

   13F-HR 0001667731-25-000869 filed by Broadway Wealth Solutions, Inc.
   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).