Vantage Point Financial LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 2048892
LISLE, IL
Position in BAI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,047,855
+$508,695 QoQ
Shares Held
38,844
-16.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.52%
of 13F equity value
Holder Rank
#91
of 180 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,047,855 | 38,844 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,539,160 | 46,712 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,355,243 | 40,698 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,081,539 | 31,661 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $456,089 | 15,809 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||