Position in BLK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,702,028
-$6,146,938 QoQ
Shares Held
4,890
-51.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.53%
of 13F equity value
Holder Rank
#651
of 2,275 holders
Holding Since
Dec 2025
2 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, 2026Platform Wealth Management, LLC holds $4,702,028 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
|
4,890 | $4,702,028 |
All Filings in BLK
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,702,028 | 4,890 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $10,848,966 | 10,136 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||