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Ridgeline Wealth Planning, LLC: BAI position timeline

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

Ridgeline Wealth Planning, LLC held 45,239 BAI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,239 shares
    Change vs previous 13F +10,133 shares

    1.51% of the 13F portfolio, value $2,384,992.

    13F-HR 0002085853-26-000854 filed by Ridgeline Wealth Planning, 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 35,106 shares
    Change vs previous 13F -33 shares

    0.84% of the 13F portfolio, value $1,156,737.

    13F-HR 0002085853-26-000568 filed by Ridgeline Wealth Planning, 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 35,139 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,170,123.

    13F-HR 0002085853-26-000183 filed by Ridgeline Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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