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StoneCrest Wealth Management, Inc.: BAI position timeline

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

StoneCrest Wealth Management, Inc. held 139,683 BAI shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,683 shares
    Change vs previous 13F -15,309 shares

    2.35% of the 13F portfolio, value $7,364,088.

    13F-HR 0001951757-26-000973 filed by StoneCrest Wealth Management, 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 154,992 shares
    Change vs previous 13F +4,020 shares

    2.16% of the 13F portfolio, value $5,106,986.

    13F-HR 0001951757-26-000528 filed by StoneCrest Wealth Management, 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 150,972 shares
    Change vs previous 13F +12,912 shares

    2.03% of the 13F portfolio, value $5,027,368.

    13F-HR 0001951757-26-000215 filed by StoneCrest Wealth Management, 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 138,060 shares
    Change vs previous 13F +3,194 shares

    2.07% of the 13F portfolio, value $4,716,130.

    13F-HR 0001951757-25-001189 filed by StoneCrest Wealth Management, 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 134,866 shares
    Change vs previous 13F +5,737 shares

    1.85% of the 13F portfolio, value $3,890,884.

    13F-HR 0001951757-25-000846 filed by StoneCrest Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 129,129 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $2,826,634.

    13F-HR 0001951757-25-000307 filed by StoneCrest Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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