Montgomery Financial Services LLC
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 2149844
OCEAN CITY, MD
Position in BAI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$42,966
New position
Shares Held
815
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#169
of 180 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
All Filings in BAI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,966 | 815 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||