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Bristlecone Advisors, LLC: BLK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bristlecone Advisors, LLC on BLK, newest first. How the timeline and the estimate are built.

Bristlecone Advisors, LLC held 4,008 BLK shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 4,008 shares
    Change vs previous 13F -75 shares

    0.39% of the 13F portfolio, value $4,672,538.

    13F-HR 0001671716-25-000004 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 4,083 shares
    Change vs previous 13F -236 shares

    0.36% of the 13F portfolio, value $4,283,608.

    13F-HR 0001398344-25-014361 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 4,319 shares
    Change vs previous 13F -95 shares

    0.33% of the 13F portfolio, value $4,088,113.

    13F-HR 0001398344-25-009163 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 4,414 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $4,524,853.

    13F-HR 0001398344-25-001325 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).