Position in BLK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$254,813
+$40,745 QoQ
Shares Held
265
+32.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,845
of 2,275 holders
Holding Since
Sep 2025
3 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, 2026Elwood & Goetz Wealth Advisory Group, LLC holds $254,813 across 1 Asset Management name. BLK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
265 | $254,813 |
All Filings in BLK
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,813 | 265 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $214,068 | 200 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $204,027 | 175 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||