LOCKERMAN FINANCIAL GROUP, INC.
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1906539
NEWPORT BEACH, CA
Position in BAI
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$307,687
+$93,469 QoQ
Shares Held
9,338
+45.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $307,687 | 9,338 | Shares | Defined | 2026-04-14 | |
| 2025-12-31 | $214,218 | 6,433 | Shares | Defined | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||