Position in BLK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$9,111,742
+$138,988 QoQ
Shares Held
9,476
+1.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.46%
of 13F equity value
Holder Rank
#483
of 2,275 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026CMH Wealth Management LLC holds $14,081,304 across 3 Asset Management names. BLK ranks #1 (64.7% of the industry book) .
All Filings in BLK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,111,742 | 9,476 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $8,972,754 | 9,330 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $7,492,380 | 7,000 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $8,312,653 | 7,130 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $7,620,702 | 7,263 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $7,196,087 | 7,603 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $7,899,497 | 7,706 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||