TWIN PEAKS WEALTH ADVISORS, LLC: BAI position timeline

TWIN PEAKS WEALTH ADVISORS, LLC held 135,112 BAI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 135,112 shares

   Change vs previous 13F -16,985 shares

   1.61% of the 13F portfolio, value $7,123,084.

   13F-HR 0001986152-26-000134 filed by TWIN PEAKS WEALTH ADVISORS, LLC
   Filed 2026-08-13 (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 152,097 shares

   Change vs previous 13F +21,213 shares

   1.26% of the 13F portfolio, value $5,011,607.

   13F-HR 0001986152-26-000072 filed by TWIN PEAKS WEALTH ADVISORS, LLC
   Filed 2026-05-08 (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 130,884 shares

   Change vs previous 13F +28,473 shares

   1.35% of the 13F portfolio, value $4,625,435.

   13F-HR 0001986152-26-000018 filed by TWIN PEAKS WEALTH ADVISORS, LLC
   Filed 2026-02-10 (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 102,411 shares

   Change vs previous 13F +57,973 shares

   1.19% of the 13F portfolio, value $3,498,362.

   13F-HR 0001986152-25-000092 filed by TWIN PEAKS WEALTH ADVISORS, 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 44,438 shares

   Change vs previous 13F not available

   0.47% of the 13F portfolio, value $1,437,119.

   13F-HR 0001986152-25-000062 filed by TWIN PEAKS WEALTH ADVISORS, LLC
   Filed 2025-08-13 (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).