Triad Wealth Partners, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 2012717
LAWRENCE, KS
Position in BAI
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$19,844,203
+$6,881,912 QoQ
Shares Held
602,252
+54.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.91%
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 | $19,844,203 | 602,252 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $12,962,291 | 389,258 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $10,033,919 | 293,733 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,839,704 | 133,092 | Shares | Sole | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||