Position in BLK
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$285,627
-$35,475 QoQ
Shares Held
297
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 Mar 31, 2026LeConte Wealth Management, LLC holds $5,345,275 across 2 Asset Management names. BLK ranks #2 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VKI |
Invesco Advantage Municipal Income Trust II
|
584,255 | $5,059,648 | |
| 2 | BLK |
BlackRock, Inc.
This page
|
297 | $285,627 |
All Filings in BLK
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $285,627 | 297 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $321,102 | 300 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $343,931 | 295 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $244,475 | 233 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||