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Focus Partners Wealth: BLK position timeline

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

Focus Partners Wealth held 190,361 BLK shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 190,361 shares
    Change vs previous 13F -824 shares

    0.17% of the 13F portfolio, value $181,604,740.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 186,980 shares
    • Focus Partners Advisor Solutions, LLC: 3,381 shares

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

  2. period ended2026-03-31
    13F 191,185 shares
    Change vs previous 13F +18,084 shares

    0.18% of the 13F portfolio, value $183,902,362.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 187,523 shares
    • Focus Partners Advisor Solutions, LLC: 3,662 shares

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

  3. period ended2025-12-31
    13F 173,101 shares
    Change vs previous 13F +14,758 shares

    0.19% of the 13F portfolio, value $185,313,662.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 170,679 shares
    • Focus Partners Advisor Solutions, LLC: 2,422 shares

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

  4. period ended2025-09-30
    13F 158,343 shares
    Change vs previous 13F +2,010 shares

    0.26% of the 13F portfolio, value $184,170,626.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 155,491 shares
    • Focus Partners Advisor Solutions, LLC: 2,852 shares

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

  5. period ended2025-06-30
    13F 156,333 shares
    Change vs previous 13F +13,191 shares

    0.31% of the 13F portfolio, value $164,032,231.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 153,673 shares
    • Focus Partners Advisor Solutions, LLC: 2,660 shares

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

  6. period ended2025-03-31
    13F/A 143,142 shares
    Change vs previous 13F +2,261 shares

    0.29% of the 13F portfolio, value $135,481,386.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 139,904 shares
    • Focus Partners Advisor Solutions, LLC: 3,238 shares

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

  7. period ended2024-12-31
    13F/A 140,881 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $144,421,249.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 137,784 shares
    • Focus Partners Advisor Solutions, LLC: 3,097 shares

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