Mowery & Schoenfeld Wealth Management, LLC
Position in BLK — BlackRock, Inc.
CIK 2019946
LINCOLNSHIRE, IL
Position in BLK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$548,089
-$85 QoQ
Shares Held
570
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#1,444
of 2,275 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Mowery & Schoenfeld Wealth Management, LLC holds $995,636 across 4 Asset Management names. BLK ranks #1 (55.0% of the industry book) .
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $548,089 | 570 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $548,174 | 570 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $613,304 | 573 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $655,218 | 562 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $671,520 | 640 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $611,426 | 646 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $656,070 | 640 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||