StoneCrest Wealth Management, Inc.
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 2008409
CHANDLER, AZ
Position in BAI
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$5,106,986
+$79,619 QoQ
Shares Held
154,992
+2.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,106,986 | 154,992 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $5,027,367 | 150,972 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $4,716,129 | 138,060 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,890,884 | 134,866 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,826,633 | 129,129 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||