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Certus Wealth Management, LLC: BAI position timeline

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

Certus Wealth Management, LLC held 85,374 BAI shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 85,374 shares
    Change vs previous 13F +34,476 shares

    1.75% of the 13F portfolio, value $2,916,376.

    13F-HR 0001765380-25-000447 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 50,898 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $1,468,407.

    13F-HR 0001765380-25-000265 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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