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Disclosery

Wells Financial Advisors INC: BAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wells Financial Advisors INC on BAI, newest first. How the timeline and the estimate are built.

Wells Financial Advisors INC held 1,141 BAI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,141 shares
    Change vs previous 13F +531 shares

    0.56% of the 13F portfolio, value $60,154.

    13F-HR 0001844454-26-000004 filed by Wells Financial Advisors INC
    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 610 shares
    Change vs previous 13F +30 shares

    0.09% of the 13F portfolio, value $20,100.

    13F-HR 0001844454-26-000003 filed by Wells Financial Advisors INC
    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 580 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $19,314.

    13F-HR 0001844454-26-000001 filed by Wells Financial Advisors INC
    Filed (acceptance time not in the bulk data set), ingested

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