GUARDIAN WEALTH ADVISORS, LLC / NC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1901403
RALEIGH, NC
Position in BAI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$36,245
+$30,187 QoQ
Shares Held
1,100
+423.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,245 | 1,100 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $6,058 | 210 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $722 | 33 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||