TWIN PEAKS WEALTH ADVISORS, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 2006218
BURLINGAME, CA
Position in BAI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,123,104
+$2,111,508 QoQ
Shares Held
135,112
-11.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.91%
of 13F equity value
Holder Rank
#63
of 180 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,123,104 | 135,112 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,011,596 | 152,097 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,358,437 | 130,884 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,498,359 | 102,411 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,282,036 | 44,438 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||