KAVAR CAPITAL PARTNERS GROUP, LLC
Position in BMEZ — BlackRock Health Sciences Term Trust
CIK 1841766
LEAWOOD, KS
Position in BMEZ
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$218,737
+$14,107 QoQ
Shares Held
14,250
0.0% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#57
of 87 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BMEZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026KAVAR CAPITAL PARTNERS GROUP, LLC holds $8,632,823 across 6 Asset Management names. BMEZ ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
57,443 | $6,759,317 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
29,600 | $893,032 | |
| 3 | KKR |
KKR & Co. Inc.
|
4,027 | $369,598 | |
| 4 | PFG |
Principal Financial Group Inc
|
2,383 | $256,839 | |
| 5 | BMEZ |
BlackRock Health Sciences Term Trust
This page
|
14,250 | $218,737 | |
| 6 | KBDC |
Kayne Anderson BDC, Inc.
|
10,000 | $135,300 |
All Filings in BMEZ
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,737 | 14,250 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $204,630 | 14,250 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $214,462 | 14,250 | Shares | Sole | 2026-01-20 | |
| 2025-03-31 | $290,550 | 19,500 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $291,600 | 20,250 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $487,080 | 30,750 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $472,320 | 30,750 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $549,065 | 33,500 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $999,862 | 68,250 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $755,559 | 52,433 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $905,727 | 55,160 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,000,711 | 59,887 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $960,363 | 62,240 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,023,272 | 68,538 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,142,180 | 69,518 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,384,140 | 69,000 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,008,060 | 39,750 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,072,455 | 39,750 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,149,570 | 39,750 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,045,425 | 39,750 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,217,625 | 42,500 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||