Cyndeo Wealth Partners, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1950947
ST. PETERSBURG, FL
Position in BAI
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$4,804,571
+$1,227,219 QoQ
Shares Held
145,814
+35.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.35%
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 | $4,804,571 | 145,814 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,577,352 | 107,428 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||