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Cardinal Strategic Wealth Guidance: BAI position timeline

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

Cardinal Strategic Wealth Guidance held 261,414 BAI shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 261,414 shares
    Change vs previous 13F -24,730 shares

    3.12% of the 13F portfolio, value $13,781,747.

    13F-HR 0001398344-26-013133 filed by Cardinal Strategic Wealth Guidance
    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 286,144 shares
    Change vs previous 13F +43,082 shares

    2.49% of the 13F portfolio, value $9,428,445.

    13F-HR 0001398344-26-006724 filed by Cardinal Strategic Wealth Guidance
    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 243,062 shares
    Change vs previous 13F +136,335 shares

    2.12% of the 13F portfolio, value $8,093,965.

    13F-HR 0001398344-26-001343 filed by Cardinal Strategic Wealth Guidance
    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 106,727 shares
    Change vs previous 13F -305 shares

    0.98% of the 13F portfolio, value $3,645,795.

    13F-HR 0001398344-25-019564 filed by Cardinal Strategic Wealth Guidance
    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 107,032 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $3,087,874.

    13F-HR 0001398344-25-013430 filed by Cardinal Strategic Wealth Guidance
    Filed (acceptance time not in the bulk data set), ingested

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