Embree Financial Group
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 2020860
Chicago, IL
Position in BAI
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$7,121,121
+$2,916,031 QoQ
Shares Held
216,119
+71.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.73%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,121,121 | 216,119 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,205,090 | 126,279 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,659,219 | 48,572 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||