CASCADE INVESTMENT GROUP, INC.
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 919447
Colorado Springs, CO
Position in BAI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$271,837
+$13,762 QoQ
Shares Held
8,250
+6.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $271,837 | 8,250 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $258,075 | 7,750 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $240,828 | 7,050 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||