Triad Wealth Partners, LLC: BAI position timeline

Triad Wealth Partners, LLC held 626,347 BAI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 626,347 shares

   Change vs previous 13F +24,095 shares

   1.59% of the 13F portfolio, value $26,788,854.

   13F-HR 0002012717-26-000004 filed by Triad Wealth Partners, LLC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 602,252 shares

   Change vs previous 13F +212,994 shares

   1.57% of the 13F portfolio, value $19,844,205.

   13F-HR 0002012717-26-000003 filed by Triad Wealth Partners, LLC
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 389,258 shares

   Change vs previous 13F +95,525 shares

   1.23% of the 13F portfolio, value $12,962,285.

   13F-HR 0002012717-26-000002 filed by Triad Wealth Partners, LLC
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 293,733 shares

   Change vs previous 13F +160,641 shares

   1.29% of the 13F portfolio, value $10,033,922.

   13F-HR 0002012717-25-000007 filed by Triad Wealth Partners, LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 133,092 shares

   Change vs previous 13F not available

   0.78% of the 13F portfolio, value $3,839,706.

   13F-HR 0002012717-25-000005 filed by Triad Wealth Partners, LLC
   Filed 2025-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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