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Keebeck Wealth Management: BAI position timeline

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

Keebeck Wealth Management held 130,289 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 130,289 shares
    Change vs previous 13F -20,265 shares

    0.67% of the 13F portfolio, value $6,868,836.

    13F-HR 0001172661-26-003296 filed by Keebeck 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 150,554 shares
    Change vs previous 13F +21,883 shares

    0.56% of the 13F portfolio, value $4,960,754.

    13F-HR 0001172661-26-001942 filed by Keebeck 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 128,671 shares
    Change vs previous 13F +32,603 shares

    0.49% of the 13F portfolio, value $4,284,744.

    13F-HR 0001172661-26-000927 filed by Keebeck Wealth Management
    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 96,068 shares
    Change vs previous 13F +40,058 shares

    0.39% of the 13F portfolio, value $3,281,683.

    13F-HR 0001172661-25-004934 filed by Keebeck Wealth Management
    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 56,010 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,615,889.

    13F-HR 0001172661-25-003388 filed by Keebeck Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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