Cornerstone Planning Group LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1822587
FAIRFIELD, NJ
Position in BAI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$3,040,428
+$983,521 QoQ
Shares Held
92,274
+49.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.97%
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 | $3,040,428 | 92,274 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,056,907 | 61,769 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,895,811 | 55,498 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,414 | 257 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||