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Disclosery

Trinity Wealth Management, LLC: BAI position timeline

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

Trinity Wealth Management, LLC held 5,868 BAI shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,868 shares
    Change vs previous 13F -960 shares

    0.1% of the 13F portfolio, value $309,361.

    13F-HR 0001685364-26-000004 filed by Trinity Wealth Management, 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 6,828 shares
    Change vs previous 13F +243 shares

    0.08% of the 13F portfolio, value $224,983.

    13F-HR 0001685364-26-000002 filed by Trinity Wealth Management, 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 6,585 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $219,281.

    13F-HR 0001685364-26-000001 filed by Trinity Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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