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AmeriServ Wealth Advisors: BA position timeline

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

AmeriServ Wealth Advisors held 2,263 BA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,263 shares
    Change vs previous 13F -154 shares

    0.33% of the 13F portfolio, value $489,871.

    13F-HR 0001172661-26-003007 filed by AmeriServ Wealth Advisors
    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 2,417 shares
    Change vs previous 13F -390 shares

    0.31% of the 13F portfolio, value $481,054.

    13F-HR 0001172661-26-001807 filed by AmeriServ Wealth Advisors
    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 2,807 shares
    Change vs previous 13F -250 shares

    0.35% of the 13F portfolio, value $609,455.

    13F-HR 0001172661-26-000585 filed by AmeriServ Wealth Advisors
    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 3,057 shares
    Change vs previous 13F -242 shares

    0.33% of the 13F portfolio, value $659,792.

    13F-HR 0001172661-25-004730 filed by AmeriServ Wealth Advisors
    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 3,299 shares
    Change vs previous 13F -19 shares

    0.34% of the 13F portfolio, value $691,239.

    13F-HR 0001172661-25-003097 filed by AmeriServ Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 3,318 shares
    Change vs previous 13F -17 shares

    0.33% of the 13F portfolio, value $565,884.

    13F-HR 0001172661-25-001826 filed by AmeriServ Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 3,335 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $590,295.

    13F-HR 0001172661-25-001082 filed by AmeriServ Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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