Position in BLK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$354,815
-$75,069 QoQ
Shares Held
369
-17.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,653
of 2,274 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, 2026BURLING WEALTH PARTNERS, LLC holds $10,343,550 across 3 Asset Management names. BLK ranks #3 (3.4% 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 | $354,815 | 369 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $429,884 | 447 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $539,451 | 504 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $589,930 | 506 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $597,023 | 569 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $565,995 | 598 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $638,643 | 623 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||