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HERITAGE INVESTORS MANAGEMENT CORP: BLK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HERITAGE INVESTORS MANAGEMENT CORP on BLK, newest first. How the timeline and the estimate are built.

HERITAGE INVESTORS MANAGEMENT CORP held 40,102 BLK shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,102 shares
    Change vs previous 13F -9 shares

    1.07% of the 13F portfolio, value $38,561,000.

    13F-HR 0000937589-26-000003 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 40,111 shares
    Change vs previous 13F +1,065 shares

    1.17% of the 13F portfolio, value $38,575,000.

    13F-HR 0000937589-26-000002 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 39,046 shares
    Change vs previous 13F +39 shares

    1.22% of the 13F portfolio, value $41,792,000.

    13F-HR 0000937589-26-000001 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 39,007 shares
    Change vs previous 13F -698 shares

    1.36% of the 13F portfolio, value $45,477,000.

    13F-HR 0000937589-25-000006 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 39,705 shares
    Change vs previous 13F +299 shares

    1.32% of the 13F portfolio, value $41,660,000.

    13F-HR 0000937589-25-000003 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 39,406 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $37,297,000.

    13F-HR 0000937589-25-000002 filed by HERITAGE INVESTORS MANAGEMENT CORP
    Filed (acceptance time not in the bulk data set), ingested

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