CURTIS WEALTH MANAGEMENT LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 2108708
HENDERSON, NV
Position in BAI
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$3,575,404
+$173,843 QoQ
Shares Held
108,510
+6.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
55.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,575,404 | 108,510 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,401,561 | 102,149 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||