Perennial Investment Advisors, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1801523
Los Angeles, CA
Position in BAI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,972,912
+$7,825,665 QoQ
Shares Held
397,817
-0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.62%
of 13F equity value
Holder Rank
#32
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 | $20,972,912 | 397,817 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,147,247 | 399,006 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,474,980 | 344,594 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,403,223 | 216,722 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,942,238 | 101,984 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||