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Oak Barrel Wealth Advisory LLC: BAI position timeline

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

Oak Barrel Wealth Advisory LLC held 252,580 BAI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 252,580 shares
    Change vs previous 13F not available

    5.88% of the 13F portfolio, value $13,316,018.

    13F-HR 0001951757-26-001187 filed by Oak Barrel Wealth Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).