Beacon Financial Advisory LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1800502
Cleveland, OH
Position in BAI
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$893,076
+$187,982 QoQ
Shares Held
27,104
+28.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.51%
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 | $893,076 | 27,104 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $705,094 | 21,174 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $643,916 | 18,850 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $212,364 | 7,361 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||