Horizon Wealth Management, LLC: BAI position timeline

Horizon Wealth Management, LLC held 31,048 BAI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 31,048 shares

   Change vs previous 13F -3,664 shares

   0.21% of the 13F portfolio, value $1,636,846.

   13F-HR 0001951757-26-001099 filed by Horizon Wealth Management, LLC
   Filed 2026-08-06 (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 34,712 shares

   Change vs previous 13F +7,708 shares

   0.17% of the 13F portfolio, value $1,143,758.

   13F-HR 0001951757-26-000728 filed by Horizon Wealth Management, LLC
   Filed 2026-04-24 (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 27,004 shares

   Change vs previous 13F +15,573 shares

   0.14% of the 13F portfolio, value $899,231.

   13F-HR 0001951757-26-000349 filed by Horizon Wealth Management, LLC
   Filed 2026-02-04 (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 11,431 shares

   Change vs previous 13F -147,124 shares

   0.06% of the 13F portfolio, value $390,483.

   13F-HR 0001951757-25-001291 filed by Horizon Wealth Management, LLC
   Filed 2025-11-06 (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 158,555 shares

   Change vs previous 13F not available

   0.8% of the 13F portfolio, value $4,574,330.

   13F-HR 0001951757-25-001018 filed by Horizon Wealth Management, LLC
   Filed 2025-08-04 (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).