Position in BL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,059
-$974 QoQ
Shares Held
109
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#201
of 244 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BL Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026DHJJ Financial Advisors, Ltd. holds $385,101 across 14 Software - Application names. BL ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
1,855 | $184,164 | |
| 2 | CRM |
Salesforce, Inc.
|
403 | $63,133 | |
| 3 | YOU |
Clear Secure, Inc.
|
940 | $52,386 | |
| 4 | PAYX |
Paychex Inc
|
286 | $28,122 | |
| 5 | ADP |
Automatic Data Processing Inc
|
122 | $27,321 | |
| 6 | SHOP |
Shopify Inc.
|
151 | $17,241 | |
| 7 | U |
Unity Software Inc.
|
200 | $5,716 | |
| 8 | BL |
Blackline, Inc.
This page
|
109 | $3,059 |
All Filings in BL
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,059 | 109 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,033 | 109 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $7,519 | 136 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $7,221 | 136 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $7,700 | 136 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $6,585 | 136 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $8,263 | 136 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $7,499 | 136 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $6,589 | 136 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $10,074 | 156 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $9,740 | 156 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $8,653 | 156 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||