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Focus Partners Wealth: BAI position timeline

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

Focus Partners Wealth held 1,560,407 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 1,560,407 shares
    Change vs previous 13F +1,488,051 shares

    0.08% of the 13F portfolio, value $82,264,701.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,516,660 shares
    • Focus Partners Advisor Solutions, LLC: 43,747 shares

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

  2. period ended2026-03-31
    13F 72,356 shares
    Change vs previous 13F +42,458 shares

    <0.01% of the 13F portfolio, value $2,384,138.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 33,574 shares
    • Focus Partners Advisor Solutions, LLC: 38,782 shares

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

  3. period ended2025-12-31
    13F 29,898 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $995,611.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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