Summit Financial, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1765536
PARSIPPANY, NJ
Position in BAI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,279,398
+$4,311,330 QoQ
Shares Held
194,981
+7.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#49
of 180 holders
Holding Since
Sep 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 | $10,279,398 | 194,981 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,968,068 | 181,125 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $725,906 | 21,799 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $474,892 | 13,902 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||