Position in BLK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$358,661
-$50,065 QoQ
Shares Held
373
-12.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,646
of 2,275 holders
Holding Since
Dec 2025
3 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, 2026Larry Mathis Financial Planning, LLC holds $358,661 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
|
373 | $358,661 |
All Filings in BLK
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,661 | 373 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $408,726 | 425 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $466,668 | 436 | Shares | Sole | 2026-03-11 | |
| No filing history on record for this holder in this stock. | ||||||