ShoreHaven Wealth Partners, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1844922
Red Bank, NJ
Position in BAI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$8,287,023
+$1,963,587 QoQ
Shares Held
251,503
+32.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
22.88%
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 | $8,287,023 | 251,503 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,323,436 | 189,893 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,382,830 | 216,125 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,348,736 | 81,412 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||