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SWP Investment Management LLC: BLK position timeline

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

SWP Investment Management LLC held 2,888 BLK shares at 2026-06-30 per its 13F-HR filed 2026-07-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,888 shares
    Change vs previous 13F +100 shares

    1.92% of the 13F portfolio, value $2,776,985.

    13F-HR 0002098300-26-000008 filed by SWP Investment Management 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 2,788 shares
    Change vs previous 13F +50 shares

    2% of the 13F portfolio, value $2,681,247.

    13F-HR 0002098300-26-000005 filed by SWP Investment Management 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 2,738 shares
    Change vs previous 13F +645 shares

    2.13% of the 13F portfolio, value $2,930,591.

    13F-HR 0002098300-26-000004 filed by SWP Investment Management 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 2,093 shares
    Change vs previous 13F +165 shares

    2.4% of the 13F portfolio, value $2,440,166.

    13F-HR 0002098300-26-000003 filed by SWP Investment Management 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 1,928 shares
    Change vs previous 13F +926 shares

    2.39% of the 13F portfolio, value $2,022,954.

    13F-HR 0002098300-26-000007 filed by SWP Investment Management 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 1,002 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $948,373.

    13F-HR 0002098300-26-000001 filed by SWP Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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