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ShoreHaven Wealth Partners, LLC: BAI position timeline

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

ShoreHaven Wealth Partners, LLC held 208,852 BAI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 208,852 shares
    Change vs previous 13F -42,651 shares

    3.46% of the 13F portfolio, value $11,010,675.

    13F-HR 0001172661-26-002613 filed by ShoreHaven Wealth Partners, 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 251,503 shares
    Change vs previous 13F +61,610 shares

    2.98% of the 13F portfolio, value $8,287,022.

    13F-HR 0001172661-26-001824 filed by ShoreHaven Wealth Partners, 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 189,893 shares
    Change vs previous 13F -26,232 shares

    2.27% of the 13F portfolio, value $6,323,469.

    13F-HR 0001172661-26-000597 filed by ShoreHaven Wealth Partners, 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 216,125 shares
    Change vs previous 13F +134,713 shares

    2.73% of the 13F portfolio, value $7,382,830.

    13F-HR 0001172661-25-004401 filed by ShoreHaven Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 81,412 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $2,348,736.

    13F-HR 0001172661-25-002774 filed by ShoreHaven Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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