Skip to content
Disclosery

Integrated Wealth Management: BAI position timeline

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

Integrated Wealth Management held 20,831 BAI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,831 shares
    Change vs previous 13F -6,539 shares

    1.16% of the 13F portfolio, value $1,098,227.

    13F-HR 0002085853-26-000969 filed by Integrated Wealth Management
    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 27,370 shares
    Change vs previous 13F -612 shares

    1.03% of the 13F portfolio, value $901,826.

    13F-HR 0002085853-26-000463 filed by Integrated Wealth Management
    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 27,982 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $931,793.

    13F-HR 0002085853-26-000292 filed by Integrated Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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