Cassilly Financial Group LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 2090777
SEVERNA PARK, MD
Position in BAI
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$870,637
+$23,086 QoQ
Shares Held
26,423
+3.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $870,637 | 26,423 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $847,551 | 25,452 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||