Position in BLK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$755,785
+$76,819 QoQ
Shares Held
786
+11.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,319
of 2,275 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 89%
Shared 11%
None 0%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Atlas Legacy Advisors, LLC holds $755,785 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
|
786 | $755,785 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $755,785 | 786 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $678,966 | 706 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $820,950 | 767 | Shares | Other | 2026-01-29 | |
| 2025-09-30 | $758,980 | 651 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $635,845 | 606 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $573,566 | 606 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $624,291 | 609 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||