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COLTON GROOME FINANCIAL ADVISORS, LLC: BLK position timeline

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

COLTON GROOME FINANCIAL ADVISORS, LLC held 1,513 BLK shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,513 shares
    Change vs previous 13F +24 shares

    0.38% of the 13F portfolio, value $1,601,483.

    13F-HR 0001780330-26-000005 filed by COLTON GROOME FINANCIAL ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,489 shares
    Change vs previous 13F +188 shares

    0.35% of the 13F portfolio, value $1,431,773.

    13F-HR 0001780330-26-000004 filed by COLTON GROOME FINANCIAL 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 ended2026-03-31
    13F 1,301 shares
    Change vs previous 13F +47 shares

    0.36% of the 13F portfolio, value $1,251,195.

    13F-HR 0001780330-26-000003 filed by COLTON GROOME FINANCIAL 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 ended2025-12-31
    13F 1,254 shares
    Change vs previous 13F +157 shares

    0.38% of the 13F portfolio, value $1,342,218.

    13F-HR 0001780330-26-000001 filed by COLTON GROOME FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,097 shares
    Change vs previous 13F +10 shares

    0.39% of the 13F portfolio, value $1,278,972.

    13F-HR 0001780330-25-000008 filed by COLTON GROOME FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,087 shares
    Change vs previous 13F +25 shares

    0.39% of the 13F portfolio, value $1,140,546.

    13F-HR 0001780330-25-000006 filed by COLTON GROOME FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,062 shares
    Change vs previous 13F -57 shares

    0.38% of the 13F portfolio, value $970,954.

    13F-HR 0001780330-25-000005 filed by COLTON GROOME FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,119 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,147,109.

    13F-HR 0001780330-25-000001 filed by COLTON GROOME FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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