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Disclosery

VANTAGE WEALTH: BLK position timeline

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

VANTAGE WEALTH held 18,721 BLK shares at 2025-12-31 per its 13F-HR filed 2026-01-14.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 18,721 shares
    Change vs previous 13F -123 shares

    4.33% of the 13F portfolio, value $20,037,835.

    13F-HR 0001172661-26-000188 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 18,844 shares
    Change vs previous 13F -226 shares

    4.78% of the 13F portfolio, value $21,969,654.

    13F-HR 0001172661-25-004278 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 19,070 shares
    Change vs previous 13F not available

    4.54% of the 13F portfolio, value $20,009,198.

    13F-HR 0001172661-25-002565 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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