Position in BLK
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$244,236
-$35,621 QoQ
Shares Held
254
-12.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#302
of 376 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, 2026WILLNER & HELLER, LLC holds $935,216 across 3 Asset Management names. BLK ranks #2 (26.1% 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 | $244,236 | 254 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $279,857 | 291 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $318,961 | 298 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $317,116 | 272 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $283,297 | 270 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $253,656 | 268 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $235,775 | 230 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||