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Spire Wealth Management: BAI position timeline

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

Spire Wealth Management held 19,799 BAI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,799 shares
    Change vs previous 13F +8,006 shares

    0.03% of the 13F portfolio, value $1,043,786.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    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 11,793 shares
    Change vs previous 13F +287 shares

    0.01% of the 13F portfolio, value $388,569.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    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 11,506 shares
    Change vs previous 13F +298 shares

    0.01% of the 13F portfolio, value $383,163.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    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 11,208 shares
    Change vs previous 13F +4,221 shares

    0.01% of the 13F portfolio, value $382,865.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    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 6,987 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $201,575.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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