Ridgeline Wealth Planning, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 2013788
Centerville, OH
Position in BAI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,156,742
-$13,386 QoQ
Shares Held
35,106
-0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,156,742 | 35,106 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,170,128 | 35,139 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||