EverSource Wealth Advisors, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1710537
BIRMINGHAM, AL
Position in BAI
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$383,471
+$79,942 QoQ
Shares Held
11,638
+27.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $383,471 | 11,638 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $303,529 | 9,115 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $311,265 | 9,112 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $118,890 | 4,121 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||