Lifeworks Advisors, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1882132
GRAND RAPIDS, MI
Position in BAI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,084,661
+$423,157 QoQ
Shares Held
20,574
+2.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#110
of 180 holders
Holding Since
Sep 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,084,661 | 20,574 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $661,504 | 20,076 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $615,217 | 18,475 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $550,556 | 16,117 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||