SteelPeak Wealth, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1801868
WOODLAND HILLS, CA
Position in BAI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$13,891,159
-$703,997 QoQ
Shares Held
421,583
-3.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
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 | $13,891,159 | 421,583 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $14,595,156 | 438,293 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $15,407,287 | 451,033 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,010,004 | 173,657 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||