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Disclosery

SWP FINANCIAL LLC: BAI position timeline

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

SWP FINANCIAL LLC held 88,631 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 88,631 shares
    Change vs previous 13F -26,737 shares

    2.16% of the 13F portfolio, value $4,672,620.

    13F-HR 0001951757-26-001063 filed by SWP FINANCIAL 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 115,368 shares
    Change vs previous 13F -498 shares

    1.94% of the 13F portfolio, value $3,801,372.

    13F-HR 0001951757-26-000639 filed by SWP FINANCIAL 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 115,866 shares
    Change vs previous 13F +5,723 shares

    1.94% of the 13F portfolio, value $3,858,327.

    13F-HR 0001951757-26-000174 filed by SWP FINANCIAL 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 110,143 shares
    Change vs previous 13F +53,736 shares

    1.92% of the 13F portfolio, value $3,765,867.

    13F-HR 0001951757-25-001269 filed by SWP FINANCIAL 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 56,407 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,627,342.

    13F-HR 0001951757-25-000894 filed by SWP FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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