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Disclosery

TSA Wealth Managment LLC: BAI position timeline

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

TSA Wealth Managment LLC held 147,814 BAI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 147,814 shares
    Change vs previous 13F -28,659 shares

    2.2% of the 13F portfolio, value $7,792,754.

    13F-HR 0001963669-26-000003 filed by TSA Wealth Managment 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 176,473 shares
    Change vs previous 13F +15,986 shares

    1.88% of the 13F portfolio, value $5,814,785.

    13F-HR 0001963669-26-000002 filed by TSA Wealth Managment 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 160,487 shares
    Change vs previous 13F +6,420 shares

    1.77% of the 13F portfolio, value $5,344,217.

    13F-HR 0001963669-26-000001 filed by TSA Wealth Managment 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 154,067 shares
    Change vs previous 13F +61,561 shares

    1.79% of the 13F portfolio, value $5,262,929.

    13F-HR 0001963669-25-000006 filed by TSA Wealth Managment 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 92,506 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $2,668,798.

    13F-HR 0001963669-25-000003 filed by TSA Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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