ELEVATION POINT WEALTH PARTNERS, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1744349
DENVER, CO
Position in BAI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,320,172
+$2,586,575 QoQ
Shares Held
138,850
-3.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#62
of 180 holders
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,320,172 | 138,850 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,733,597 | 143,660 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,160,071 | 64,867 | Shares | Sole | 2026-02-12 | |
| 2025-06-30 | $902,976 | 31,299 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||