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Detalus Advisors, LLC: BAI position timeline

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

Detalus Advisors, LLC held 301,030 BAI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 301,030 shares
    Change vs previous 13F -25,894 shares

    3.09% of the 13F portfolio, value $15,870,278.

    13F-HR 0001799677-26-000005 filed by Detalus Advisors, LLC
    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 326,924 shares
    Change vs previous 13F +64,740 shares

    2.46% of the 13F portfolio, value $10,772,148.

    13F-HR 0001799677-26-000003 filed by Detalus 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 ended2025-12-31
    13F 262,184 shares
    Change vs previous 13F -687 shares

    2.13% of the 13F portfolio, value $8,730,722.

    13F-HR 0001799677-26-000001 filed by Detalus 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 ended2025-09-30
    13F 262,871 shares
    Change vs previous 13F +150,312 shares

    2.32% of the 13F portfolio, value $8,979,659.

    13F-HR 0001799677-25-000007 filed by Detalus 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 ended2025-06-30
    13F 112,559 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $3,247,327.

    13F-HR 0001799677-25-000004 filed by Detalus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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