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Disclosery

KWB Wealth: BAI position timeline

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

KWB Wealth held 357,164 BAI shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 357,164 shares
    Change vs previous 13F -60,124 shares

    1.61% of the 13F portfolio, value $18,829,700.

    13F-HR 0001822236-26-000003 filed by KWB Wealth
    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 417,288 shares
    Change vs previous 13F -5,666 shares

    1.37% of the 13F portfolio, value $13,895,706.

    13F-HR 0001822236-26-000002 filed by KWB Wealth
    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 422,954 shares
    Change vs previous 13F +218,967 shares

    1.33% of the 13F portfolio, value $14,084,376.

    13F-HR 0001822236-26-000001 filed by KWB Wealth
    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 203,987 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $5,885,039.

    13F-HR 0001085146-25-005834 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

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