BlackDiamond Wealth Management, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1903059
NEW YORK, NY
Position in BAI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,723,100
+$661,419 QoQ
Shares Held
32,684
+1.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#99
of 180 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,723,100 | 32,684 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,061,681 | 32,221 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,116,249 | 33,521 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,028,796 | 30,117 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $846,459 | 29,340 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||