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WealthShield Partners, LLC: BAI position timeline

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

WealthShield Partners, LLC held 139,150 BAI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,150 shares
    Change vs previous 13F -44,848 shares

    1.12% of the 13F portfolio, value $7,335,983.

    13F-HR 0001398344-26-014166 filed by WealthShield 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 183,998 shares
    Change vs previous 13F +10,696 shares

    0.68% of the 13F portfolio, value $6,062,731.

    13F-HR 0001398344-26-008094 filed by WealthShield 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 173,302 shares
    Change vs previous 13F +17,426 shares

    0.64% of the 13F portfolio, value $5,770,953.

    13F-HR 0001398344-26-001942 filed by WealthShield 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 155,876 shares
    Change vs previous 13F +89,369 shares

    0.6% of the 13F portfolio, value $5,324,724.

    13F-HR 0001398344-25-020099 filed by WealthShield 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 66,507 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,918,727.

    13F-HR 0001398344-25-014826 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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