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MN Wealth Advisors, LLC: BAI position timeline

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

MN Wealth Advisors, LLC held 14,462 BAI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,462 shares
    Change vs previous 13F -2,371 shares

    0.32% of the 13F portfolio, value $762,473.

    13F-HR 0001992972-26-000004 filed by MN Wealth Advisors, 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 16,833 shares
    Change vs previous 13F +430 shares

    0.27% of the 13F portfolio, value $554,670.

    13F-HR 0001992972-26-000002 filed by MN Wealth Advisors, 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 16,403 shares
    Change vs previous 13F +1,691 shares

    0.28% of the 13F portfolio, value $546,243.

    13F-HR 0001992972-26-000001 filed by MN Wealth Advisors, 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 14,712 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $502,562.

    13F-HR 0001992972-25-000007 filed by MN Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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