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Keystone Financial Services: BAI position timeline

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

Keystone Financial Services held 248,027 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 248,027 shares
    Change vs previous 13F -61,651 shares

    3.37% of the 13F portfolio, value $13,075,959.

    13F-HR 0001986152-26-000106 filed by Keystone Financial Services
    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 309,678 shares
    Change vs previous 13F +55,187 shares

    2.99% of the 13F portfolio, value $10,203,875.

    13F-HR 0001986152-26-000061 filed by Keystone Financial Services
    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 254,491 shares
    Change vs previous 13F +136,543 shares

    2.56% of the 13F portfolio, value $8,474,535.

    13F-HR 0001986152-26-000029 filed by Keystone Financial Services
    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 117,948 shares
    Change vs previous 13F +9,162 shares

    1.25% of the 13F portfolio, value $4,029,104.

    13F-HR 0001986152-25-000108 filed by Keystone Financial Services
    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 108,786 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $3,138,476.

    13F-HR 0001865158-25-000004 filed by Keystone Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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