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Spectrum Planning & Advisory Services Inc.: BAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Spectrum Planning & Advisory Services Inc. on BAI, newest first. How the timeline and the estimate are built.

Spectrum Planning & Advisory Services Inc. held 84,801 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 84,801 shares
    Change vs previous 13F -19,376 shares

    2% of the 13F portfolio, value $4,470,688.

    13F-HR 0001951757-26-000996 filed by Spectrum Planning & Advisory Services Inc.
    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 104,177 shares
    Change vs previous 13F +6,054 shares

    1.7% of the 13F portfolio, value $3,432,619.

    13F-HR 0001951757-26-000622 filed by Spectrum Planning & Advisory Services Inc.
    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 98,123 shares
    Change vs previous 13F +4,529 shares

    1.68% of the 13F portfolio, value $3,267,511.

    13F-HR 0001951757-26-000414 filed by Spectrum Planning & Advisory Services Inc.
    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 93,594 shares
    Change vs previous 13F +47,071 shares

    1.8% of the 13F portfolio, value $3,197,178.

    13F-HR 0001951757-25-001413 filed by Spectrum Planning & Advisory Services Inc.
    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 46,523 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,342,195.

    13F-HR 0001951757-25-000836 filed by Spectrum Planning & Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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