Position in BLK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$341,353
-$36,599 QoQ
Shares Held
355
-9.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,673
of 2,272 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, 2026Etesian Wealth Advisors, Inc. holds $455,613 across 2 Asset Management names. BLK ranks #1 (74.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
355 | $341,353 | |
| 2 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
14,500 | $114,260 |
All Filings in BLK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,353 | 355 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $377,952 | 393 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $420,643 | 393 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $568,944 | 488 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $566,595 | 540 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $548,011 | 579 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $593,538 | 579 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||