MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1607355
GLASTONBURY, CT
Position in BAI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,495,712
+$1,016,620 QoQ
Shares Held
47,339
+5.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
#85
of 180 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,495,712 | 47,339 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,479,092 | 44,889 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,527,271 | 45,864 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,545,910 | 45,255 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $461,023 | 15,980 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $292,888 | 13,380 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $142,982 | 5,280 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||