Position in BLK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$242,313
-$37 QoQ
Shares Held
252
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.49%
of 13F equity value
Holder Rank
#1,878
of 2,275 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, 2026Bestgate Wealth Advisors, LLC holds $242,313 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
|
252 | $242,313 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,313 | 252 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $242,350 | 252 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $277,218 | 259 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $315,950 | 271 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $271,755 | 259 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $245,138 | 259 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $265,503 | 259 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||