Vertex Planning Partners, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1942341
DOWNERS GROVE, IL
Position in BAI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,018,283
+$3,800,816 QoQ
Shares Held
171,060
+8.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.84%
of 13F equity value
Holder Rank
#54
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 | $9,018,283 | 171,060 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,217,467 | 158,345 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,784,743 | 143,686 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,826,739 | 141,298 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $1,718,940 | 59,582 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||