BENJAMIN EDWARDS INC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1451623
Clayton, MO
Position in BAI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,508,780
+$248,042 QoQ
Shares Held
45,790
+20.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAI Over Time
Shares Held
Position Value (USD)
All Filings in BAI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,508,780 | 45,790 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,260,738 | 37,860 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $1,181,662 | 34,592 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $652,962 | 22,633 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||