Acumen Wealth Advisors, LLC

Position in BLK — BlackRock, Inc.

CIK 1939202 CHATTANOOGA, TN

Position in BLK

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,829,871

+$1,771,030 QoQ

Shares Held

2,943

+167.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.98%

of 13F equity value

Holder Rank

#811

of 2,275 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Acumen Wealth Advisors, LLC holds $2,872,538 across 5 Asset Management names. BLK ranks #1 (98.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc. This page	2,943	$2,829,871
2	BX	Blackstone Inc.	279	$32,829
3	MAIN	Main Street Capital CORP	110	$5,706
4	BN	BROOKFIELD Corp /ON/	97	$4,131
5	NAD	Nuveen Quality Municipal Income Fund	0	$1

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,829,871	2,943	+167.3%	Shares	Sole	2026-08-03
2026-03-31	$1,058,841	1,101	+919.4%	Shares	Sole	2026-05-13
2025-12-31	$115,596	108	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.