UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Position in BLK — BlackRock, Inc.
CIK 2011649
PITTSBURGH, PA
Position in BLK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$228,851
-$35 QoQ
Shares Held
238
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,910
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, 2026UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC holds $228,851 across 1 Asset Management name. BLK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
238 | $228,851 |
All Filings in BLK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,851 | 238 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $228,886 | 238 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $277,218 | 259 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $301,960 | 259 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $272,805 | 260 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $266,907 | 282 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $245,001 | 239 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||