Position in BLK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$267,313
-$18,314 QoQ
Shares Held
278
-6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,825
of 2,284 holders
Holding Since
Jun 2025
5 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 Jun 30, 2026LeConte Wealth Management, LLC holds $5,199,956 across 2 Asset Management names. BLK ranks #2 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VKI |
Invesco Advantage Municipal Income Trust II
|
520,321 | $4,932,643 | |
| 2 | BLK |
BlackRock, Inc.
This page
|
278 | $267,313 |
All Filings in BLK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,313 | 278 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||