Lifelong Wealth Advisors, Inc.: BAI position timeline

Lifelong Wealth Advisors, Inc. held 110,311 BAI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 110,311 shares

   Change vs previous 13F -5,926 shares

   1.37% of the 13F portfolio, value $5,815,596.

   13F-HR 0001725547-26-000233 filed by Lifelong Wealth Advisors, Inc.
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 116,237 shares

   Change vs previous 13F +12,032 shares

   1.02% of the 13F portfolio, value $3,830,009.

   13F-HR 0001725547-26-000133 filed by Lifelong Wealth Advisors, Inc.
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 104,205 shares

   Change vs previous 13F +60,801 shares

   0.92% of the 13F portfolio, value $3,470,027.

   13F-HR 0001725547-26-000009 filed by Lifelong Wealth Advisors, Inc.
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 43,404 shares

   Change vs previous 13F +3,770 shares

   0.44% of the 13F portfolio, value $1,482,681.

   13F-HR 0001725547-25-004186 filed by Lifelong Wealth Advisors, Inc.
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 39,634 shares

   Change vs previous 13F not available

   0.38% of the 13F portfolio, value $1,143,441.

   13F-HR 0001725547-25-003381 filed by Lifelong Wealth Advisors, Inc.
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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