Cypress Wealth Services, LLC: BAI position timeline

Cypress Wealth Services, LLC held 223,091 BAI 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 223,091 shares

   Change vs previous 13F -44,054 shares

   1.45% of the 13F portfolio, value $11,761,358.

   13F-HR 0001721527-26-000004 filed by Cypress Wealth Services, LLC
   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 267,145 shares

   Change vs previous 13F +18,152 shares

   1.24% of the 13F portfolio, value $8,802,428.

   13F-HR 0001721527-26-000003 filed by Cypress Wealth Services, LLC
   Filed 2026-04-15 (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).

3. period ended2025-12-31

   13F 248,993 shares

   Change vs previous 13F +37,432 shares

   1.15% of the 13F portfolio, value $8,291,467.

   13F-HR 0001721527-26-000002 filed by Cypress Wealth Services, LLC
   Filed 2026-01-14 (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 211,561 shares

   Change vs previous 13F +103,568 shares

   1.18% of the 13F portfolio, value $7,226,924.

   13F-HR 0001721527-25-000004 filed by Cypress Wealth Services, LLC
   Filed 2025-10-15 (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 107,993 shares

   Change vs previous 13F not available

   0.56% of the 13F portfolio, value $3,115,598.

   13F-HR 0001085146-25-004189 filed by Cypress Wealth Services, LLC
   Filed 2025-07-28 (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).