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Kestra Advisory Services, LLC: BAI position timeline

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

Kestra Advisory Services, LLC held 865,960 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 865,960 shares
    Change vs previous 13F +91,876 shares

    0.1% of the 13F portfolio, value $45,653,385.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 213,884 shares
    • Kestra Advisory Services, LLC: 641,195 shares
    • Kestra Investment Management, LLC: 10,881 shares

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

  2. period ended2026-03-31
    13F 774,084 shares
    Change vs previous 13F +385,434 shares

    0.07% of the 13F portfolio, value $25,506,067.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 201,961 shares
    • Kestra Advisory Services, LLC: 572,123 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 388,650 shares
    Change vs previous 13F +162,486 shares

    0.04% of the 13F portfolio, value $12,942,070.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 168,146 shares
    • Kestra Advisory Services, LLC: 214,358 shares
    • Kestra Investment Management, LLC: 6,146 shares

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

  4. period ended2025-09-30
    13F 226,164 shares
    Change vs previous 13F +151,596 shares

    0.03% of the 13F portfolio, value $7,725,759.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 60,084 shares
    • Kestra Advisory Services, LLC: 166,080 shares

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

  5. period ended2025-06-30
    13F 74,568 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,151,276.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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