Green Ridge Wealth Planning LLC

Position in BLK — BlackRock, Inc.

CIK 2117069 MONTVILLE, NJ

Position in BLK

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$248,082

-$4,847 QoQ

Shares Held

258

-1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,862

of 2,275 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Green Ridge Wealth Planning LLC holds $532,489 across 3 Asset Management names. BLK ranks #1 (46.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc. This page	258	$248,082
2	NMZ	Nuveen Municipal High Income Opportunity Fund	13,924	$147,176
3	MUJ	Blackrock Muniholdings New Jersey Quality Fund, Inc.	11,148	$137,231

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$248,082	258	-1.9%	Shares	Sole	2026-07-08
2026-03-31	$252,929	263	+0.8%	Shares	Sole	2026-04-10
2025-12-31	$279,358	261	—	Shares	Sole	2026-03-11
No filing history on record for this holder in this stock.