Shepherd Financial Partners LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1696628
WINCHESTER, MA
Position in BAI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$20,526,795
+$3,916,722 QoQ
Shares Held
622,968
+24.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.54%
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 | $20,526,795 | 622,968 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $16,610,073 | 498,801 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $15,279,016 | 447,278 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $7,322,101 | 253,799 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||