Avid Wealth Partners LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 1992344
SAN ANTONIO, TX
Position in BAI
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$7,607,100
+$1,086,394 QoQ
Shares Held
230,868
+17.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
16.94%
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 | $7,607,100 | 230,868 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $6,520,706 | 195,817 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,316,013 | 126,347 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,750,557 | 130,002 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||