LifePlan Investment Advisors, Inc.
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 2045484
RALEIGH, NC
Position in BAI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,264,271
+$449,385 QoQ
Shares Held
42,949
-22.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.66%
of 13F equity value
Holder Rank
#87
of 180 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,264,271 | 42,949 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,814,886 | 55,080 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,605,426 | 48,211 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,606,374 | 47,025 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $376,405 | 13,047 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||