Oregon Pacific Wealth Management, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 2043757
Medford, OR
Position in BAI
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$313,980
+$27,667 QoQ
Shares Held
9,529
+10.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.64%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $313,980 | 9,529 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $286,313 | 8,598 | Shares | Sole | 2026-01-16 | |
| No filing history on record for this holder in this stock. | ||||||