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Disclosery

FINANCIAL LIFE ADVISORS: BAI position timeline

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

FINANCIAL LIFE ADVISORS held 140,257 BAI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 140,257 shares
    Change vs previous 13F +97,115 shares

    2.1% of the 13F portfolio, value $7,394,349.

    13F-HR 0001730813-26-000004 filed by FINANCIAL LIFE ADVISORS
    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 43,142 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,421,529.

    13F-HR 0001730813-26-000003 filed by FINANCIAL LIFE ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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