Legacy Edge Advisors, LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 2105396
SYOSSET, NY
Position in BAI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$287,851
+$51,238 QoQ
Shares Held
5,460
-24.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#148
of 180 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,851 | 5,460 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $236,613 | 7,181 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $228,537 | 6,863 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||