Sequent Planning LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 2009724
OMAHA, NE
Position in BAI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$350,060
New position
Shares Held
6,640
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#141
of 180 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 80%
None 20%
All Filings in BAI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,060 | 6,640 | Shares | Other | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||