WEALTH ALLIANCE, LLC
Position in BLW — BLACKROCK Ltd DURATION INCOME TRUST
CIK 1793904
MELLVILLE, NY
Position in BLW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$678,701
-$33,827 QoQ
Shares Held
53,908
+4.0% QoQ
Ownership
0.138%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BLW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026WEALTH ALLIANCE, LLC holds $5,469,293 across 13 Asset Management names. BLW ranks #2 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MUA |
Blackrock Muniassets Fund, Inc.
|
90,736 | $962,708 | |
| 2 | BLW |
BLACKROCK Ltd DURATION INCOME TRUST
This page
|
53,908 | $678,701 | |
| 3 | BX |
Blackstone Inc.
|
5,094 | $585,759 | |
| 4 | TYG |
Tortoise Energy Infrastructure Corp
|
10,960 | $546,356 | |
| 5 | PFG |
Principal Financial Group Inc
|
5,541 | $499,299 | |
| 6 | ARES |
Ares Management Corp
|
4,308 | $470,002 | |
| 7 | BLK |
BlackRock, Inc.
|
430 | $413,535 | |
| 8 | GSBD |
Goldman Sachs BDC, Inc.
|
36,036 | $319,999 |
All Filings in BLW
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $678,701 | 53,908 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $712,528 | 51,858 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $776,748 | 55,482 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $789,840 | 55,701 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $772,213 | 54,612 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $814,566 | 57,648 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $863,992 | 59,668 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $711,429 | 50,962 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $749,903 | 53,450 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $756,485 | 54,112 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $706,081 | 54,820 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $659,456 | 51,200 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $611,856 | 46,671 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $629,255 | 48,145 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $331,431 | 27,391 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $344,004 | 27,194 | Shares | Sole | 2022-10-11 | |
| 2022-03-31 | $362,916 | 25,308 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $408,140 | 24,222 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $426,019 | 24,928 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $471,879 | 27,725 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $503,052 | 30,033 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $484,748 | 30,449 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $449,743 | 30,574 | Shares | Sole | 2020-12-01 | |
| 2020-06-30 | $442,695 | 31,780 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $390,614 | 30,952 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||