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Disclosery

SVB WEALTH LLC: BLK position timeline

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

SVB WEALTH LLC held 3,217 BLK shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,217 shares
    Change vs previous 13F -124 shares

    0.19% of the 13F portfolio, value $3,093,118.

    13F-HR 0001626116-26-000003 filed by SVB WEALTH 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 3,341 shares
    Change vs previous 13F -357 shares

    0.21% of the 13F portfolio, value $3,212,949.

    13F-HR 0001626116-26-000002 filed by SVB WEALTH 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 3,698 shares
    Change vs previous 13F -405 shares

    0.23% of the 13F portfolio, value $3,958,313.

    13F-HR 0001626116-26-000001 filed by SVB WEALTH 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 4,103 shares
    Change vs previous 13F -268 shares

    0.26% of the 13F portfolio, value $4,784,291.

    13F-HR 0001626116-25-000005 filed by SVB WEALTH 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 4,371 shares
    Change vs previous 13F -2,601 shares

    0.25% of the 13F portfolio, value $4,586,345.

    13F-HR 0001626116-25-000004 filed by SVB WEALTH 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 6,972 shares
    Change vs previous 13F -3,708 shares

    0.27% of the 13F portfolio, value $6,598,719.

    13F-HR 0001626116-25-000003 filed by SVB WEALTH 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 10,680 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $10,948,360.

    13F-HR 0001626116-25-000001 filed by SVB WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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