Merkkuri Wealth Advisors LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 2040317
HICKSVILLE, NY
Position in BAI
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$2,291,474
+$53,448 QoQ
Shares Held
69,544
+3.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
11.76%
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 | $2,291,474 | 69,544 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,238,026 | 67,208 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,218,487 | 35,670 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $461,600 | 16,000 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||