WealthPLAN Partners, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1639943
OMAHA, NE
Position in BAI
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$1,681,240
+$70,087 QoQ
Shares Held
51,024
+5.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.63%
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 | $1,681,240 | 51,024 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,611,153 | 48,383 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,489,478 | 43,603 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $484,478 | 16,793 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||