Bison Wealth, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1845251
ATLANTA, GA
Position in BAI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$272,496
-$5,425 QoQ
Shares Held
8,270
-0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in BAI Over Time
Shares Held
Position Value (USD)
All Filings in BAI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $272,496 | 8,270 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $277,921 | 8,346 | Shares | Sole | 2026-03-24 | |
| No filing history on record for this holder in this stock. | ||||||