Concurrent Investment Advisors, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 2001015
Tampa, FL
Position in BAI
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$13,498,263
+$6,167,768 QoQ
Shares Held
409,659
+86.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,498,263 | 409,659 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $7,330,495 | 220,135 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,505,977 | 102,634 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $484,593 | 16,797 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||