Legacy Financial Group LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1834011
DES MOINES, IA
Position in BAI
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$8,294,470
+$195,211 QoQ
Shares Held
251,729
+3.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAI Over Time
Shares Held
Position Value (USD)
All Filings in BAI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,294,470 | 251,729 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $8,099,259 | 243,221 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $7,926,588 | 232,043 | Shares | Sole | 2026-01-06 | |
| No filing history on record for this holder in this stock. | ||||||