FLP Wealth Management, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 2052024
BENTONVILLE, AR
Position in BAI
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$290,256
+$28,785 QoQ
Shares Held
8,809
+12.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $290,256 | 8,809 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $261,471 | 7,852 | Shares | Sole | 2026-04-28 | |
| 2025-09-30 | $205,677 | 6,021 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||