STEPHEN J. GARRY & ASSOCIATES, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 2056402
GARDEN CITY, NY
Position in BAI
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$1,056,212
+$23,746 QoQ
Shares Held
32,055
+3.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,056,212 | 32,055 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,032,466 | 31,005 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,029,070 | 30,125 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $503,288 | 17,445 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||