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Disclosery

Wealth Quarterback LLC: BAI position timeline

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

Wealth Quarterback LLC held 59,414 BAI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,414 shares
    Change vs previous 13F +4,153 shares

    0.97% of the 13F portfolio, value $3,132,282.

    13F-HR 0001803386-26-000004 filed by Wealth Quarterback 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 55,261 shares
    Change vs previous 13F +3,914 shares

    0.72% of the 13F portfolio, value $1,820,838.

    13F-HR 0001803386-26-000003 filed by Wealth Quarterback 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 51,347 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,709,857.

    13F-HR 0001803386-26-000001 filed by Wealth Quarterback LLC
    Filed (acceptance time not in the bulk data set), ingested

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