Keystone Financial Services
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1865158
LOVELAND, CO
Position in BAI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$10,203,889
+$1,729,340 QoQ
Shares Held
309,678
+21.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
14.49%
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 | $10,203,889 | 309,678 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,474,549 | 254,491 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,029,103 | 117,948 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,138,475 | 108,786 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||