Waldron Private Wealth LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1598180
BRIDGEVILLE, PA
Position in BAI
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$243,467
+$18,326 QoQ
Shares Held
7,389
+9.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $243,467 | 7,389 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $225,141 | 6,761 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $227,198 | 6,651 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||