PATRICK M SWEENEY & ASSOCIATES, INC: BLK position timeline

PATRICK M SWEENEY & ASSOCIATES, INC held 317 BLK shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 317 shares

   Change vs previous 13F -6 shares

   0.17% of the 13F portfolio, value $304,509.

   13F-HR 0002010453-26-000003 filed by PATRICK M SWEENEY & ASSOCIATES, INC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 323 shares

   Change vs previous 13F 0 shares

   0.2% of the 13F portfolio, value $310,327.

   13F-HR 0002010453-26-000002 filed by PATRICK M SWEENEY & ASSOCIATES, INC
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 323 shares

   Change vs previous 13F 0 shares

   0.22% of the 13F portfolio, value $345,380.

   13F-HR 0002010453-26-000001 filed by PATRICK M SWEENEY & ASSOCIATES, INC
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 323 shares

   Change vs previous 13F 0 shares

   0.24% of the 13F portfolio, value $376,206.

   13F-HR 0002010453-25-000007 filed by PATRICK M SWEENEY & ASSOCIATES, INC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 323 shares

   Change vs previous 13F not available

   0.24% of the 13F portfolio, value $349,191.

   13F-HR 0002010453-25-000003 filed by PATRICK M SWEENEY & ASSOCIATES, INC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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