LIBERTY WEALTH MANAGEMENT LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1769302
OAKLAND, CA
Position in BAI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$6,671,188
+$4,016,546 QoQ
Shares Held
202,464
+154.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.31%
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 | $6,671,188 | 202,464 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,654,642 | 79,719 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,507,104 | 73,393 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,833,157 | 63,541 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||