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Disclosery

SWS Partners: BLK position timeline

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

SWS Partners held 2,776 BLK shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,776 shares
    Change vs previous 13F -150 shares

    0.58% of the 13F portfolio, value $2,669,575.

    13F-HR 0001731731-26-000004 filed by SWS Partners
    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 2,926 shares
    Change vs previous 13F +38 shares

    0.69% of the 13F portfolio, value $2,813,672.

    13F-HR 0001731731-26-000002 filed by SWS Partners
    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 2,888 shares
    Change vs previous 13F -199 shares

    0.75% of the 13F portfolio, value $3,091,403.

    13F-HR 0001731731-26-000001 filed by SWS Partners
    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 3,087 shares
    Change vs previous 13F +95 shares

    0.88% of the 13F portfolio, value $3,599,249.

    13F-HR 0001731731-25-000010 filed by SWS Partners
    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 2,992 shares
    Change vs previous 13F -33 shares

    0.85% of the 13F portfolio, value $3,139,985.

    13F-HR 0001731731-25-000007 filed by SWS Partners
    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/A 3,025 shares
    Change vs previous 13F -90 shares

    0.94% of the 13F portfolio, value $2,863,568.

    13F-HR/A 0001731731-25-000006 filed by SWS Partners
    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 3,115 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $3,192,894.

    13F-HR 0001731731-25-000001 filed by SWS Partners
    Filed (acceptance time not in the bulk data set), ingested

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