Skip to content
Disclosery

LWM Advisory Services, LLC: BLK position timeline

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

LWM Advisory Services, LLC held 481 BLK shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 481 shares
    Change vs previous 13F 0 shares

    0.83% of the 13F portfolio, value $462,508.

    13F-HR 0001420506-26-001367 filed by LWM Advisory Services, 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 481 shares
    Change vs previous 13F +5 shares

    0.49% of the 13F portfolio, value $462,581.

    13F-HR 0001420506-26-000765 filed by LWM Advisory Services, 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 476 shares
    Change vs previous 13F -403 shares

    0.3% of the 13F portfolio, value $509,480.

    13F-HR 0001420506-26-000307 filed by LWM Advisory Services, 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 879 shares
    Change vs previous 13F +3 shares

    0.6% of the 13F portfolio, value $1,024,815.

    13F-HR 0001420506-25-003490 filed by LWM Advisory Services, 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 876 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $919,142.

    13F-HR 0001420506-25-002140 filed by LWM Advisory Services, 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 876 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $829,115.

    13F-HR 0001420506-25-001019 filed by LWM Advisory Services, 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 876 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $897,996.

    13F-HR 0001420506-25-000111 filed by LWM Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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