Position in BLK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,911,626
-$232,382 QoQ
Shares Held
4,068
-5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#704
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, 2026Lineweaver Wealth Advisors, LLC holds $4,473,240 across 2 Asset Management names. BLK ranks #1 (87.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
4,068 | $3,911,626 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
18,615 | $561,614 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,911,626 | 4,068 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $4,144,008 | 4,309 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $4,448,333 | 4,156 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,548,058 | 3,901 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $4,221,132 | 4,023 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $3,475,474 | 3,672 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,071,229 | 2,996 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||