Comprehensive Financial Planning, Inc./PA
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 2044855
EAST PETERSBURG, PA
Position in BAI
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$11,005
-$117 QoQ
Shares Held
334
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,005 | 334 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $11,122 | 334 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $11,238 | 329 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,491 | 329 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $7,201 | 329 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $24,534 | 906 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||