FLP Wealth Management, LLC: BAI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FLP Wealth Management, LLC on BAI, newest first. How the timeline and the estimate are built.
FLP Wealth Management, LLC held 7,413 BAI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 7,413 sharesChange vs previous 13F -1,396 shares
0.7% of the 13F portfolio, value $390,823.
13F-HR 0002052024-26-000001 filed by FLP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 8,809 sharesChange vs previous 13F +957 shares
0.6% of the 13F portfolio, value $290,241.
13F-HR/A 0001214659-26-005188 filed by FLP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 7,852 sharesChange vs previous 13F +1,831 shares
0.62% of the 13F portfolio, value $261,457.
13F-HR/A 0001214659-26-005185 filed by FLP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 6,021 sharesChange vs previous 13F not available
0.58% of the 13F portfolio, value $205,682.
13F-HR/A 0001214659-25-015280 filed by FLP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).