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Disclosery

BlackRock, Inc.: SMA position timeline

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

BlackRock, Inc. held 5,416,274 SMA shares at 2026-06-30 per its 13F-HR filed 2026-08-07, and reported 5,754,574 shares, 10.4%, in a 13G/A filed 2026-10-05.

Estimated current stake: 5,754,574 shares, 10.4% of the class

Estimated from 13G/A of 2026-10-05. As of 2026-09-30, 13G/A 0002012383-26-003327.

Shares are the reporting group's aggregate and may include entities that do not file a 13F.

Percent of portfolio stays on the 13F for 2026-06-30.

  1. event date2026-09-30
    13G/A 5,754,574 shares
    Share basis changed not comparable

    10.4% of the class. Different basis (group aggregate from 13G/A).

    13G/A 0002012383-26-003327 filed by BlackRock, Inc.
    Accepted , ingested

    A 13D/G states the aggregate of its reporting persons, which may include entities that do not file a 13F.

  2. period ended2026-06-30
    13F 5,416,274 shares
    Change vs previous 13F +273,964 shares

    <0.01% of the 13F portfolio, value $176,028,908.

    13F-HR 0002012383-26-003238 filed by BlackRock, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,142,310 shares
    Change vs previous 13F +1,672,088 shares

    <0.01% of the 13F portfolio, value $155,709,146.

    13F-HR 0002012383-26-001841 filed by BlackRock, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,470,222 shares
    Change vs previous 13F -282,081 shares

    <0.01% of the 13F portfolio, value $107,368,671.

    13F-HR 0002012383-26-000920 filed by BlackRock, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,752,303 shares
    Change vs previous 13F -361,533 shares

    <0.01% of the 13F portfolio, value $141,236,671.

    13F-HR 0002012383-25-002949 filed by BlackRock, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,113,836 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $149,044,278.

    13F-HR 0001060021-25-000120 filed by BlackRock, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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