Robertson Stephens Wealth Management, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1767307
San Francisco, CA
Position in BAI
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$231,111
-$29,462 QoQ
Shares Held
7,014
-22.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $231,111 | 7,014 | Shares | Sole | 2026-04-28 | |
| 2025-06-30 | $260,573 | 9,032 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||