Lantz Financial LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1766883
NAPERVILLE, IL
Position in BAI
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$3,012,124
+$315,024 QoQ
Shares Held
91,415
+12.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.33%
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 | $3,012,124 | 91,415 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,697,100 | 80,994 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,272,801 | 66,534 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $808,146 | 28,012 | Shares | Sole | 2025-07-11 | |
| No filing history on record for this holder in this stock. | ||||||