Green Ridge Wealth Planning LLC

Position in BLK — BlackRock, Inc.

CIK 2117069 MONTVILLE, NJ

Position in BLK

as of Sep 30, 2026 · filed Oct 8, 2026 Compact

Position Value

$259,281

+$11,199 QoQ

Shares Held

245

-5.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#93

of 120 holders

Holding Since

Dec 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Sep 30, 2026

Green Ridge Wealth Planning LLC holds $509,789 across 4 Asset Management names. BLK ranks #1 (50.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc. This page	245	$259,281
2	MUJ	Blackrock Muniholdings New Jersey Quality Fund, Inc.	11,148	$125,749
3	NMZ	Nuveen Municipal High Income Opportunity Fund	13,924	$124,759
4	IVZ	Invesco Ltd.	118,636	$0

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-09-30	$259,281	245	-5.0%	Shares	Sole	2026-10-08
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.