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Canopy Partners, LLC: BLK position timeline

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

Canopy Partners, LLC held 1,469 BLK shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,469 shares
    Change vs previous 13F +11 shares

    0.42% of the 13F portfolio, value $1,412,532.

    13F-HR 0001960860-26-000003 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 1,458 shares
    Change vs previous 13F +58 shares

    0.48% of the 13F portfolio, value $1,402,173.

    13F-HR 0001960860-26-000002 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 1,400 shares
    Change vs previous 13F +57 shares

    0.49% of the 13F portfolio, value $1,498,476.

    13F-HR 0001960860-26-000001 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,343 shares
    Change vs previous 13F +14 shares

    0.52% of the 13F portfolio, value $1,565,763.

    13F-HR 0001960860-25-000006 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 1,329 shares
    Change vs previous 13F +37 shares

    0.51% of the 13F portfolio, value $1,394,453.

    13F-HR 0001960860-25-000003 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 1,292 shares
    Change vs previous 13F +100 shares

    0.48% of the 13F portfolio, value $1,222,852.

    13F-HR 0001960860-25-000002 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 1,192 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,221,931.

    13F-HR 0001960860-25-000001 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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