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Delta Wealth Advisors LLC: BAB position timeline

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

Delta Wealth Advisors LLC held 10,219 BAB shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,219 shares
    Change vs previous 13F -1,282 shares

    0.18% of the 13F portfolio, value $258,537.

    13F-HR 0002085853-26-001142 filed by Delta Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,501 shares
    Change vs previous 13F -305 shares

    0.22% of the 13F portfolio, value $308,677.

    13F-HR 0002085853-26-000720 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 11,806 shares
    Change vs previous 13F -1,116 shares

    0.24% of the 13F portfolio, value $318,298.

    13F-HR 0002085853-26-000437 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 12,922 shares
    Change vs previous 13F +864 shares

    0.29% of the 13F portfolio, value $351,478.

    13F-HR 0002085853-26-000119 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 12,058 shares
    Change vs previous 13F +1,549 shares

    0.26% of the 13F portfolio, value $329,063.

    13F-HR 0002085853-25-000120 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,509 shares
    Change vs previous 13F +118 shares

    0.23% of the 13F portfolio, value $278,804.

    13F-HR 0002085853-25-000065 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 10,391 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $277,232.

    13F-HR 0002085853-25-000064 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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