BEACON FINANCIAL PLANNING, INC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1966066
HYANNIS, MA
Position in BAI
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$386,009
New position
Shares Held
11,715
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
All Filings in BAI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $386,009 | 11,715 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||