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Retirement Wealth Solutions LLC: BAI position timeline

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

Retirement Wealth Solutions LLC held 55,989 BAI shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 55,989 shares
    Change vs previous 13F -1,147 shares

    1.4% of the 13F portfolio, value $2,642,139.

    13F-HR 0002044741-26-000005 filed by Retirement Wealth Solutions LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 57,136 shares
    Change vs previous 13F -2,601 shares

    1.66% of the 13F portfolio, value $3,012,230.

    13F-HR 0002044741-26-000003 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 59,737 shares
    Change vs previous 13F +8,014 shares

    1.24% of the 13F portfolio, value $1,968,347.

    13F-HR 0002044741-26-000002 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 51,723 shares
    Change vs previous 13F +606 shares

    1.09% of the 13F portfolio, value $1,722,389.

    13F-HR 0002044741-26-000001 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 51,117 shares
    Change vs previous 13F +34,316 shares

    1.15% of the 13F portfolio, value $1,746,157.

    13F-HR 0002044741-25-000005 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 16,801 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $484,709.

    13F-HR 0002044741-25-000004 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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