Dynasty Wealth Management, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1727599
ST. PETERSBURG, FL
Position in BAI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$746,032,970
+$98,528,665 QoQ
Shares Held
14,150,853
-28.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
32.28%
of 13F equity value
Holder Rank
#2
of 180 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $746,032,970 | 14,150,853 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $647,504,305 | 19,651,117 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $397,602,133 | 11,940,004 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||