Keystone Wealth Services, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1866189
PALM DESERT, CA
Position in BAI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,323,700
-$51,723 QoQ
Shares Held
40,173
-2.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.71%
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 | $1,323,700 | 40,173 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,375,423 | 41,304 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,300,266 | 38,064 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||