Position in BLK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$462,510
-$72 QoQ
Shares Held
481
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#1,530
of 2,275 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LWM Advisory Services, LLC holds $793,868 across 2 Asset Management names. BLK ranks #1 (58.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
481 | $462,510 | |
| 2 | BX |
Blackstone Inc.
|
2,816 | $331,358 |
All Filings in BLK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $462,510 | 481 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $462,582 | 481 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $509,481 | 476 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,024,799 | 879 | Shares | Sole | 2025-11-25 | |
| 2025-06-30 | $919,143 | 876 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $829,116 | 876 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $897,996 | 876 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||