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Strategic Financial Concepts, LLC: BAI position timeline

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

Strategic Financial Concepts, LLC held 12,067 BAI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,067 shares
    Change vs previous 13F -50,462 shares

    0.19% of the 13F portfolio, value $636,162.

    13F-HR 0001754960-26-000646 filed by Strategic Financial Concepts, 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 62,529 shares
    Change vs previous 13F +20,655 shares

    0.51% of the 13F portfolio, value $2,060,343.

    13F-HR 0001754960-26-000380 filed by Strategic Financial Concepts, 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 41,874 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $1,394,418.

    13F-HR 0001754960-26-000163 filed by Strategic Financial Concepts, LLC
    Filed (acceptance time not in the bulk data set), ingested

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