Perigon Wealth Management, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1575239
SAN FRANCISCO, CA
Position in BAI
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$812,612
+$107,352 QoQ
Shares Held
24,662
+16.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
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 | $812,612 | 24,662 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $705,260 | 21,179 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $631,140 | 18,476 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $236,570 | 8,200 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||