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FRG Family Wealth Advisors LLC: BLK position timeline

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

FRG Family Wealth Advisors LLC held 3,595 BLK shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 3,595 shares
    Change vs previous 13F -257 shares

    0.57% of the 13F portfolio, value $3,457,347.

    13F-HR 0001893327-26-000002 filed by FRG Family Wealth 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 ended2025-12-31
    13F 3,852 shares
    Change vs previous 13F -178 shares

    0.64% of the 13F portfolio, value $4,122,950.

    13F-HR 0001893327-26-000001 filed by FRG Family Wealth 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 ended2025-09-30
    13F 4,030 shares
    Change vs previous 13F -65 shares

    0.76% of the 13F portfolio, value $4,698,456.

    13F-HR 0001893327-25-000008 filed by FRG Family Wealth 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 ended2025-06-30
    13F 4,095 shares
    Change vs previous 13F -30 shares

    0.75% of the 13F portfolio, value $4,296,679.

    13F-HR 0001893327-25-000005 filed by FRG Family Wealth 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 ended2025-03-31
    13F 4,125 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $3,904,230.

    13F-HR 0001893327-25-000002 filed by FRG Family Wealth 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 ended2024-12-31
    13F 4,125 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $4,228,579.

    13F-HR 0001893327-25-000001 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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