REGIMEN WEALTH, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1963863
ATLANTA, GA
Position in BAI
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$944,577
+$421,734 QoQ
Shares Held
28,667
+82.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.25%
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 | $944,577 | 28,667 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $522,843 | 15,701 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $539,147 | 15,783 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $458,368 | 15,888 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||