Hoxton Planning & Management, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1954782
SHEPHERDSTOWN, WV
Position in BAI
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$2,409,073
+$243,674 QoQ
Shares Held
73,113
+12.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,409,073 | 73,113 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,165,399 | 65,027 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,074,024 | 60,715 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $790,720 | 27,408 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||