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Core Ai Holdings shares owned by Burkett Financial Services

Quarter-by-quarter ownership of Core Ai Holdings (CHAI) shares owned by Burkett Financial Services from 13F filings

Historical chart of Burkett Financial Services investment in Core Ai Holdings

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All positions including Core Ai Holdings held by Burkett Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Core Ai Holdings by Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $514 510 1.01

More positions owned by Burkett Financial Services

Schwab US Dividend Equity ETF Equity (SCHD)
Schwab US Large Cap Growth ETF Equity (SCHG)
MSCI EAFA Hedged Dollar ETF Equity (DBEF)
Vanguard FTSE Developed Markets ETF Equity (VEA)
Calamos S&P Structured ALT ETF Equity (CPSL)
Eagle Capital Select Equity ETF Equity (EAGL)
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)
iShares S&P 400 Mid Index Equity (IJH)
iShares S&P 600 Small Cap Index Equity (IJR)
Loar Holdings Equity (LOAR)
Vanguard Intermediate Treasury ETF Equity (VGIT)
Apple Equity (AAPL)
Schwab Mid Cap Blend ETF Equity (SCHM)
Microsoft Corp Equity (MSFT)
iShares S&P 500 Growth Equity (IVW)

View all positions for Burkett Financial Services

Top funds holding Core Ai Holdings

FNY Investment Advisers
Citadel Advisors
Two Sigma Securities
Geode Capital Management
UBS Group
Morgan Stanley
Burkett Financial Services
Clear Street Group
Advisor Group Holdings
SBI Securities
Bernard Wealth Management Corp.
CWM
Danske Bank A/s
Caitong International Asset Management

View all funds holding Core Ai Holdings