BEACON FINANCIAL GROUP
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1591379
DALLAS, TX
Position in BAI
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$10,439,317
+$516,317 QoQ
Shares Held
316,823
+6.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
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 | $10,439,317 | 316,823 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $9,923,000 | 297,988 | Shares | Sole | 2026-04-01 | |
| 2025-09-30 | $9,161,131 | 268,183 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $3,774,532 | 130,833 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||