Tempus Wealth Planning, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1806428
IRVINE, CA
Position in BAI
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$1,243,005
+$389,693 QoQ
Shares Held
37,724
+47.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.54%
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 | $1,243,005 | 37,724 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $853,312 | 25,625 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $786,260 | 23,017 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $226,501 | 7,851 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||