Keystone Financial Group
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1729299
LEXINGTON, KY
Position in BAI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$13,799,558
+$1,838,565 QoQ
Shares Held
418,803
+16.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.81%
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 | $13,799,558 | 418,803 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $11,960,993 | 359,189 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,153,991 | 267,974 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $306,877 | 10,637 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||