Simplicity Wealth,LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1913243
SUMMIT, NJ
Position in BAI
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$3,429,172
+$620,850 QoQ
Shares Held
104,072
+23.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,429,172 | 104,072 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,808,322 | 84,334 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,409,065 | 70,523 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,591,135 | 55,152 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||