WEALTH ALLIANCE, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1793904
MELLVILLE, NY
Position in BAI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$16,249,569
+$5,345,854 QoQ
Shares Held
308,224
-6.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.77%
of 13F equity value
Holder Rank
#36
of 180 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,249,569 | 308,224 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $10,903,715 | 330,917 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $9,294,129 | 279,103 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $8,175,034 | 239,316 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $3,485,051 | 120,799 | Shares | Defined | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||