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Disclosery

WealthPLAN Partners, LLC: BAI position timeline

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

WealthPLAN Partners, LLC held 41,910 BAI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,910 shares
    Change vs previous 13F -9,114 shares

    0.42% of the 13F portfolio, value $2,209,496.

    13F-HR 0001639943-26-000004 filed by WealthPLAN Partners, 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 51,024 shares
    Change vs previous 13F +2,641 shares

    0.33% of the 13F portfolio, value $1,681,242.

    13F-HR 0001639943-26-000003 filed by WealthPLAN Partners, 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 48,383 shares
    Change vs previous 13F +4,780 shares

    0.24% of the 13F portfolio, value $1,611,155.

    13F-HR 0001639943-26-000001 filed by WealthPLAN Partners, 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 43,603 shares
    Change vs previous 13F +26,810 shares

    0.22% of the 13F portfolio, value $1,489,478.

    13F-HR 0001639943-25-000002 filed by WealthPLAN Partners, 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 16,793 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $484,478.

    13F-HR 0001929986-25-000005 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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