Horizon Wealth Management, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1815123
LA GRANGE, IL
Position in BAI
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$1,143,760
+$244,527 QoQ
Shares Held
34,712
+28.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.88%
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 | $1,143,760 | 34,712 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $899,233 | 27,004 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $390,482 | 11,431 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,574,311 | 158,555 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||