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Disclosery

Invst, LLC: BAI position timeline

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

Invst, LLC held 156,337 BAI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 156,337 shares
    Change vs previous 13F -43,475 shares

    0.8% of the 13F portfolio, value $8,242,096.

    13F-HR 0001867587-26-000005 filed by Invst, 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 199,812 shares
    Change vs previous 13F -8,513 shares

    0.74% of the 13F portfolio, value $6,583,811.

    13F-HR 0001867587-26-000004 filed by Invst, 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 208,325 shares
    Change vs previous 13F -11,826 shares

    0.75% of the 13F portfolio, value $6,937,229.

    13F-HR 0001867587-26-000002 filed by Invst, 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 220,151 shares
    Change vs previous 13F +130,624 shares

    0.86% of the 13F portfolio, value $7,520,359.

    13F-HR 0001867587-26-000001 filed by Invst, 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 89,527 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,582,855.

    13F-HR 0001867587-25-000005 filed by Invst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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