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Stamos Capital Partners, L.P.: BLK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stamos Capital Partners, L.P. on BLK, newest first. How the timeline and the estimate are built.

Stamos Capital Partners, L.P. held 7,548 BLK shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,548 shares
    Change vs previous 13F +918 shares

    1.11% of the 13F portfolio, value $7,257,855.

    13F-HR 0001172661-26-003352 filed by Stamos Capital Partners, L.P.
    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 6,630 shares
    Change vs previous 13F +1,695 shares

    1% of the 13F portfolio, value $6,376,137.

    13F-HR 0001172661-26-001842 filed by Stamos Capital Partners, L.P.
    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 4,935 shares
    Change vs previous 13F +1,011 shares

    0.85% of the 13F portfolio, value $5,282,128.

    13F-HR 0001172661-26-000656 filed by Stamos Capital Partners, L.P.
    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 3,924 shares
    Change vs previous 13F -1,847 shares

    0.86% of the 13F portfolio, value $4,574,874.

    13F-HR 0001172661-25-004754 filed by Stamos Capital Partners, L.P.
    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 5,771 shares
    Change vs previous 13F +1,037 shares

    1.09% of the 13F portfolio, value $6,055,222.

    13F-HR 0001172661-25-003319 filed by Stamos Capital Partners, L.P.
    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 4,734 shares
    Change vs previous 13F +1,094 shares

    1.17% of the 13F portfolio, value $4,480,636.

    13F-HR 0001172661-25-001896 filed by Stamos Capital Partners, L.P.
    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 3,640 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $3,731,400.

    13F-HR 0001172661-25-000774 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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