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Disclosery

THEORY FINANCIAL LLC: BAI position timeline

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

THEORY FINANCIAL LLC held 51,700 BAI shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,700 shares
    Change vs previous 13F -16,817 shares

    0.86% of the 13F portfolio, value $2,725,607.

    13F-HR 0001899158-26-000003 filed by THEORY 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 68,517 shares
    Change vs previous 13F +305 shares

    0.79% of the 13F portfolio, value $2,257,625.

    13F-HR 0001899158-26-000002 filed by THEORY 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 68,212 shares
    Change vs previous 13F +4,880 shares

    0.79% of the 13F portfolio, value $2,357,396.

    13F-HR 0001899158-26-000001 filed by THEORY 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 63,332 shares
    Change vs previous 13F +39,028 shares

    0.78% of the 13F portfolio, value $2,222,320.

    13F-HR 0001899158-25-000002 filed by THEORY 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 24,304 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $758,771.

    13F-HR 0001085146-25-004772 filed by THEORY FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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