Western Wealth Management, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1767902
GOLDEN, CO
Position in BAI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,949,023
+$3,700,516 QoQ
Shares Held
131,810
+33.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#64
of 180 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
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 | $6,949,023 | 131,810 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,248,507 | 98,589 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $1,669,229 | 50,127 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $359,841 | 10,534 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||