PANORAMIC INVESTMENT ADVISORS, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1967332
DENVER, CO
Position in BAI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,622,496
+$1,337,414 QoQ
Shares Held
68,712
-0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.96%
of 13F equity value
Holder Rank
#78
of 180 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,622,496 | 68,712 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,285,082 | 69,350 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,156,241 | 64,752 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,032,007 | 30,211 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||