Lifelong Wealth Advisors, Inc.
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 2051717
Arden Hills, MN
Position in BAI
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$3,830,009
+$359,983 QoQ
Shares Held
116,237
+11.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
10.90%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,830,009 | 116,237 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,470,026 | 104,205 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,482,680 | 43,404 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,143,440 | 39,634 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||