Spectrum Planning & Advisory Services Inc.
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1725394
SAN DIEGO, CA
Position in BAI
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$3,432,632
+$165,137 QoQ
Shares Held
104,177
+6.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.62%
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 | $3,432,632 | 104,177 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,267,495 | 98,123 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,197,171 | 93,594 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,342,188 | 46,523 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||