Position in BLK
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$960,598
-$150 QoQ
Shares Held
999
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,204
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, 2026Forza Wealth Management, LLC holds $1,686,282 across 3 Asset Management names. BLK ranks #1 (57.0% 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 | $960,598 | 999 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $960,748 | 999 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,069,269 | 999 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,164,704 | 999 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,048,200 | 999 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $945,533 | 999 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,024,084 | 999 | Shares | Sole | 2025-01-13 | |
| No filing history on record for this holder in this stock. | ||||||